+814.7%
TWST vs VOO
+219.7%
+595.0%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.2% | +3.7% |
| 7D | -3.0% | +0.5% | -3.6% | -4.1% |
| 30D | +10.7% | -0.9% | +11.6% | +12.9% |
| 3M | +82.8% | +3.9% | +78.9% | +72.2% |
| 6M | +172.8% | +14.5% | +158.3% | +119.8% |
| YTD | +303.7% | +13.0% | +290.8% | +234.2% |
| 1Y | +387.8% | +19.4% | +368.4% | +268.8% |
| 3Y | +471.2% | +78.9% | +392.3% | +131.8% |
| 5Y | +15.4% | +82.3% | -66.9% | -49.3% |
| All | +814.7% | +219.7% | +595.0% | +81.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling