+8.6%
TERG vs VOO
+15.8%
-7.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.3% | +1.6% | -15.9% | -25.3% |
| 7D | -37.6% | -0.7% | -36.8% | -34.8% |
| 30D | -70.3% | -1.1% | -69.2% | -67.3% |
| 3M | -67.2% | -0.3% | -66.9% | -65.4% |
| 6M | -64.0% | +7.4% | -71.4% | -73.1% |
| YTD | -15.2% | +13.4% | -28.6% | -50.7% |
| All | +8.6% | +15.8% | -7.1% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling