-71.2%
TWI price history and return analytics
+371.8%
-443.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.5% | -4.9% | -4.6% |
| 7D | +6.3% | +1.0% | +5.3% | +4.7% |
| 30D | +7.1% | -0.2% | +7.3% | +7.5% |
| 3M | +6.6% | +4.5% | +2.1% | -0.8% |
| 6M | -9.0% | +14.1% | -23.1% | -25.9% |
| YTD | +0.6% | +14.8% | -14.1% | -18.5% |
| 1Y | -11.0% | +21.2% | -32.2% | -34.0% |
| 3Y | -30.6% | +76.6% | -107.2% | -70.9% |
| 5Y | +7.1% | +66.6% | -59.5% | -48.6% |
| 10Y | -14.3% | +222.3% | -236.6% | -85.5% |
| All | -71.2% | +371.8% | -443.0% | -96.7% |
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