-99.7%
TWG price history and return analytics
+56.6%
-156.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | +24.4% | -0.1% | +24.5% | +24.5% |
| 30D | -65.3% | -0.7% | -64.6% | -65.2% |
| 3M | -78.8% | +4.0% | -82.7% | -79.1% |
| 6M | -86.3% | +12.3% | -98.6% | -87.0% |
| YTD | -84.5% | +14.0% | -98.5% | -85.5% |
| 1Y | -90.1% | +20.3% | -110.4% | -91.2% |
| All | -99.7% | +56.6% | -156.2% | -99.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling