-94.5%
TWM price history and return analytics
+222.7%
-317.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +1.9% |
| 7D | -5.4% | +2.9% | -8.3% | +1.5% |
| 30D | -2.0% | -2.5% | +0.5% | -6.4% |
| 3M | +18.0% | -3.3% | +21.3% | +11.0% |
| 6M | +2.2% | +1.5% | +0.7% | +9.9% |
| YTD | -23.4% | +11.4% | -34.7% | +5.9% |
| 1Y | -25.5% | +11.9% | -37.5% | +5.0% |
| 3Y | -67.5% | +73.9% | -141.4% | +54.6% |
| 5Y | -51.0% | +57.9% | -108.9% | +146.4% |
| All | -94.5% | +222.7% | -317.2% | +158.0% |
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