-95.0%
TWM price history and return analytics
+217.6%
-312.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +0.3% |
| 7D | -1.3% | -0.1% | -1.2% | -0.7% |
| 30D | -1.8% | -3.1% | +1.3% | -7.5% |
| 3M | +14.1% | -3.5% | +17.6% | +6.8% |
| 6M | +2.0% | +0.5% | +1.5% | +6.9% |
| YTD | -24.5% | +10.8% | -35.3% | +2.9% |
| 1Y | -26.3% | +11.9% | -38.2% | +3.9% |
| 3Y | -68.0% | +73.0% | -141.0% | +50.2% |
| 5Y | -52.7% | +58.6% | -111.3% | +140.1% |
| 10Y | -95.0% | +219.2% | -314.2% | +114.0% |
| All | -95.0% | +217.6% | -312.6% | +114.0% |
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