+149.0%
TERG vs VOO
+16.0%
+133.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.4% | +11.4% | +13.7% |
| 7D | +0.4% | +0.1% | +0.2% | -0.8% |
| 30D | -20.3% | +0.1% | -20.3% | -20.9% |
| 3M | -40.3% | +2.0% | -42.3% | -41.8% |
| 6M | -14.6% | +13.0% | -27.6% | -50.8% |
| YTD | +94.3% | +13.6% | +80.7% | +7.7% |
| All | +149.0% | +16.0% | +133.0% | +16.2% |
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