+198.2%
VOO vs TW
+211.4%
-13.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.5% | +0.2% |
| 7D | +0.5% | -3.5% | +4.0% | +1.4% |
| 30D | -0.9% | +0.5% | -1.4% | -1.1% |
| 3M | +3.9% | +4.9% | -1.0% | +1.8% |
| 6M | +14.5% | -17.1% | +31.6% | +19.6% |
| YTD | +13.0% | -3.9% | +16.8% | +12.5% |
| 1Y | +19.4% | -13.3% | +32.7% | +22.4% |
| 3Y | +78.9% | +20.9% | +58.0% | +61.6% |
| 5Y | +82.3% | +20.5% | +61.8% | +61.0% |
| All | +198.2% | +211.4% | -13.2% | +104.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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