-99.8%
TWG price history and return analytics
+55.2%
-155.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | -0.9% | -22.9% | -23.4% |
| 7D | -22.2% | -2.0% | -20.2% | -21.5% |
| 30D | -73.0% | -1.4% | -71.6% | -72.8% |
| 3M | -84.7% | +4.7% | -89.4% | -85.0% |
| 6M | -89.5% | +11.4% | -100.9% | -90.0% |
| YTD | -88.2% | +13.1% | -101.2% | -88.9% |
| 1Y | -92.3% | +19.0% | -111.3% | -93.0% |
| All | -99.8% | +55.2% | -155.0% | -99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling