-95.6%
TWM vs VOO
+315.3%
-410.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +1.8% |
| 7D | +2.4% | -0.4% | +2.8% | +1.6% |
| 30D | +6.9% | -1.4% | +8.2% | +3.9% |
| 3M | -3.6% | +3.7% | -7.3% | +5.5% |
| 6M | -24.7% | +13.0% | -37.8% | +1.9% |
| YTD | -29.3% | +12.4% | -41.7% | -4.4% |
| 1Y | -35.4% | +18.6% | -54.0% | 0.0% |
| 3Y | -64.7% | +78.1% | -142.7% | +58.0% |
| 5Y | -61.6% | +82.3% | -143.8% | +136.9% |
| 10Y | -95.6% | +322.5% | -418.2% | +229.0% |
| All | -95.6% | +315.3% | -410.9% | +229.0% |
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