-95.2%
TWM price history and return analytics
+223.7%
-318.9%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.6% | -9.1% | -0.4% |
| 7D | -3.2% | +0.4% | -3.5% | -1.4% |
| 30D | -3.2% | -2.6% | -0.6% | -7.8% |
| 3M | +13.6% | -3.2% | +16.9% | +7.1% |
| 6M | +0.5% | +0.9% | -0.4% | +6.6% |
| YTD | -25.6% | +11.3% | -36.9% | +2.6% |
| 1Y | -28.8% | +14.0% | -42.8% | +4.8% |
| 3Y | -69.1% | +75.8% | -144.9% | +50.7% |
| 5Y | -51.8% | +57.8% | -109.6% | +142.0% |
| 10Y | -95.2% | +219.8% | -315.0% | +101.4% |
| All | -95.2% | +223.7% | -318.9% | +101.4% |
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 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