+808.7%
TWST vs VOO
+219.0%
+589.7%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -1.2% |
| 7D | +2.0% | -0.8% | +2.8% | +3.4% |
| 30D | +1.6% | -1.1% | +2.7% | +3.8% |
| 3M | +71.8% | +3.9% | +67.9% | +61.5% |
| 6M | +171.5% | +13.6% | +157.9% | +121.7% |
| YTD | +301.1% | +12.7% | +288.4% | +233.2% |
| 1Y | +396.8% | +17.6% | +379.2% | +285.9% |
| 3Y | +453.6% | +77.3% | +376.3% | +127.9% |
| 5Y | +4.8% | +84.1% | -79.4% | -54.5% |
| All | +808.7% | +219.0% | +589.7% | +80.8% |
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