+5.8%
TWST price history and return analytics
+57.4%
-51.6%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.6% | +9.4% | +5.1% |
| 7D | +4.9% | +0.4% | +4.5% | +5.3% |
| 30D | -15.3% | -2.6% | -12.7% | -6.9% |
| 3M | +17.0% | -3.2% | +20.2% | +31.1% |
| 6M | +138.1% | +0.9% | +137.1% | +142.0% |
| YTD | +326.7% | +11.3% | +315.4% | +240.0% |
| 1Y | +347.1% | +14.0% | +333.1% | +235.8% |
| 3Y | +715.8% | +75.8% | +640.0% | +104.5% |
| 5Y | +5.8% | +57.8% | -52.0% | -58.3% |
| All | +5.8% | +57.4% | -51.6% | -58.3% |
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