+1,077.4%
TWN vs VT
+345.0%
+732.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -4.1% | -6.5% | -7.4% |
| 7D | -17.9% | -4.2% | -13.8% | -15.0% |
| 30D | -30.8% | -5.8% | -25.0% | -27.2% |
| 3M | -16.9% | -5.2% | -11.6% | -12.9% |
| 6M | -23.3% | +0.1% | -23.5% | -22.5% |
| YTD | +38.6% | +8.2% | +30.4% | +32.3% |
| 1Y | +46.4% | +10.1% | +36.3% | +37.9% |
| 3Y | +231.5% | +69.7% | +161.8% | +126.7% |
| 5Y | +190.4% | +53.4% | +137.1% | +112.8% |
| 10Y | +829.0% | +219.2% | +609.7% | +293.3% |
| All | +1,077.4% | +345.0% | +732.4% | +328.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling