+1,139.8%
TWN vs VOO
+315.3%
+824.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.6% |
| 7D | -0.9% | -0.4% | -0.5% | -0.7% |
| 30D | +12.5% | -1.4% | +13.9% | +13.7% |
| 3M | +9.3% | +3.7% | +5.6% | +6.9% |
| 6M | +70.5% | +13.0% | +57.5% | +57.5% |
| YTD | +93.9% | +12.4% | +81.5% | +79.7% |
| 1Y | +120.6% | +18.6% | +102.0% | +97.1% |
| 3Y | +352.3% | +78.1% | +274.3% | +207.3% |
| 5Y | +315.5% | +82.3% | +233.2% | +175.4% |
| 10Y | +1,139.8% | +322.5% | +817.3% | +356.5% |
| All | +1,139.8% | +315.3% | +824.5% | +356.5% |
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