+132.4%
TWIN price history and return analytics
+229.8%
-97.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.3% |
| 7D | +2.9% | -1.1% | +4.0% | +4.3% |
| 30D | 0.0% | -1.0% | +1.0% | +1.2% |
| 3M | +22.6% | +3.2% | +19.5% | +17.9% |
| 6M | +59.6% | +12.5% | +47.1% | +38.3% |
| YTD | +48.1% | +14.1% | +34.0% | +26.5% |
| 1Y | +87.8% | +18.9% | +68.9% | +52.5% |
| 3Y | +79.4% | +74.1% | +5.3% | -6.8% |
| 5Y | +117.5% | +66.9% | +50.6% | +17.8% |
| All | +132.4% | +229.8% | -97.4% | -43.0% |
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