-62.6%
TWM vs VOO
+82.3%
-144.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | -0.4% |
| 7D | -2.6% | +0.5% | -3.1% | -1.4% |
| 30D | +5.0% | -0.9% | +5.9% | +3.0% |
| 3M | -6.8% | +3.9% | -10.7% | +2.6% |
| 6M | -28.4% | +14.5% | -42.9% | +0.9% |
| YTD | -31.2% | +13.0% | -44.2% | -5.1% |
| 1Y | -36.5% | +19.4% | -55.9% | +1.3% |
| 3Y | -65.7% | +78.9% | -144.5% | +61.9% |
| 5Y | -62.6% | +82.3% | -144.9% | +137.0% |
| All | -62.6% | +82.3% | -144.9% | +137.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling