+132.4%
TWIN vs VOO
+325.3%
-192.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | -0.2% |
| 7D | +2.9% | -0.8% | +3.7% | +3.8% |
| 30D | 0.0% | -1.1% | +1.1% | +1.1% |
| 3M | +22.6% | +3.9% | +18.7% | +17.1% |
| 6M | +59.6% | +13.6% | +46.0% | +37.8% |
| YTD | +48.1% | +12.7% | +35.4% | +29.4% |
| 1Y | +87.8% | +17.6% | +70.2% | +56.4% |
| 3Y | +79.4% | +77.3% | +2.1% | -4.9% |
| 5Y | +117.5% | +84.1% | +33.4% | +8.3% |
| All | +132.4% | +325.3% | -192.9% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling