+191.5%
TWN vs VOO
+67.9%
+123.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.2% |
| 7D | -13.1% | -2.7% | -10.4% | -10.9% |
| 30D | -28.3% | -5.4% | -23.0% | -24.7% |
| 3M | -16.7% | -4.1% | -12.7% | -13.4% |
| 6M | -23.2% | +0.7% | -24.0% | -22.7% |
| YTD | +40.7% | +8.7% | +32.0% | +34.1% |
| 1Y | +49.0% | +11.0% | +38.0% | +39.9% |
| 3Y | +235.6% | +75.5% | +160.1% | +130.6% |
| All | +191.5% | +67.9% | +123.6% | +104.0% |
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