+916.6%
TWN vs VOO
+317.9%
+598.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.3% | +4.5% | +5.2% |
| 7D | -7.1% | +0.1% | -7.2% | -6.9% |
| 30D | -22.2% | -3.3% | -18.9% | -20.0% |
| 3M | -12.6% | -2.4% | -10.2% | -10.6% |
| 6M | -16.9% | +2.6% | -19.5% | -17.6% |
| YTD | +50.4% | +11.3% | +39.1% | +41.2% |
| 1Y | +60.5% | +13.4% | +47.1% | +48.7% |
| 3Y | +253.6% | +80.3% | +173.3% | +139.8% |
| 5Y | +208.2% | +72.7% | +135.5% | +113.1% |
| 10Y | +916.6% | +310.0% | +606.5% | +293.3% |
| All | +916.6% | +317.9% | +598.7% | +293.3% |
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