+314.7%
TWN vs VOO
+82.3%
+232.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | +0.2% |
| 7D | -0.3% | +0.5% | -0.9% | -0.8% |
| 30D | +12.5% | -0.9% | +13.4% | +13.3% |
| 3M | +9.7% | +3.9% | +5.8% | +6.8% |
| 6M | +70.4% | +14.5% | +55.9% | +55.0% |
| YTD | +93.4% | +13.0% | +80.5% | +77.7% |
| 1Y | +121.1% | +19.4% | +101.7% | +95.2% |
| 3Y | +351.2% | +78.9% | +272.3% | +201.9% |
| 5Y | +314.7% | +82.3% | +232.4% | +171.1% |
| All | +314.7% | +82.3% | +232.4% | +171.1% |
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