+284.0%
TW price history and return analytics
+142.8%
+141.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | +3.9% | +2.4% | +1.6% | +2.4% |
| 30D | +19.9% | -1.5% | +21.4% | +20.8% |
| 3M | +25.9% | -4.1% | +30.1% | +29.0% |
| 6M | +21.1% | +0.6% | +20.6% | +19.4% |
| YTD | +23.9% | +11.0% | +12.9% | +13.2% |
| 1Y | +21.2% | +13.3% | +7.9% | +9.1% |
| 3Y | +44.8% | +73.4% | -28.6% | -5.9% |
| 5Y | +41.4% | +57.4% | -16.0% | -1.8% |
| All | +284.0% | +142.8% | +141.2% | +92.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling