-64.9%
TWM vs VOO
+75.5%
-140.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.1% |
| 7D | +3.7% | -2.7% | +6.4% | -1.9% |
| 30D | +2.7% | -5.4% | +8.1% | -8.6% |
| 3M | +19.1% | -4.1% | +23.1% | +9.8% |
| 6M | +9.4% | +0.7% | +8.7% | +14.8% |
| YTD | -20.4% | +8.7% | -29.2% | +2.7% |
| 1Y | -24.6% | +11.0% | -35.6% | +2.9% |
| 3Y | -64.9% | +75.5% | -140.4% | +105.8% |
| All | -64.9% | +75.5% | -140.4% | +105.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling