-62.1%
TWM price history and return analytics
+66.2%
-128.3%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.5% |
| 7D | -0.1% | +0.4% | -0.5% | +1.1% |
| 30D | +3.1% | +1.0% | +2.1% | +5.8% |
| 3M | -2.7% | +2.4% | -5.1% | +4.6% |
| 6M | -22.9% | +12.0% | -34.9% | +6.2% |
| YTD | -31.8% | +15.3% | -47.1% | +2.0% |
| 1Y | -37.8% | +22.6% | -60.3% | +10.4% |
| 3Y | -63.4% | +74.7% | -138.0% | +85.9% |
| All | -62.1% | +66.2% | -128.3% | +118.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling