-94.5%
TWM vs VOO
+311.2%
-405.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.7% | +2.6% |
| 7D | -5.4% | +3.3% | -8.6% | +1.8% |
| 30D | -2.0% | -2.7% | +0.7% | -6.4% |
| 3M | +18.0% | -1.7% | +19.7% | +15.4% |
| 6M | +2.2% | +3.1% | -0.9% | +12.9% |
| YTD | -23.4% | +11.9% | -35.3% | +4.1% |
| 1Y | -25.5% | +12.1% | -37.6% | +2.3% |
| 3Y | -67.5% | +78.6% | -146.1% | +46.3% |
| 5Y | -51.0% | +73.8% | -124.8% | +173.9% |
| All | -94.5% | +311.2% | -405.7% | +286.7% |
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