-99.8%
TWG price history and return analytics
+56.6%
-156.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.9% | -5.3% | -4.7% |
| 7D | -16.0% | -1.1% | -14.9% | -15.6% |
| 30D | -71.8% | -1.0% | -70.8% | -71.7% |
| 3M | -86.1% | +3.2% | -89.2% | -86.2% |
| 6M | -90.2% | +12.5% | -102.7% | -90.7% |
| YTD | -88.7% | +14.1% | -102.8% | -89.4% |
| 1Y | -93.1% | +18.9% | -112.0% | -93.8% |
| All | -99.8% | +56.6% | -156.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling