+166.5%
TERG vs VOO
+14.2%
+152.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.6% | -6.4% | -2.8% |
| 7D | +18.8% | -2.0% | +20.8% | +35.5% |
| 30D | -9.0% | -1.7% | -7.4% | +1.7% |
| 3M | -10.4% | +4.7% | -15.2% | -29.3% |
| 6M | -3.7% | +12.6% | -16.3% | -43.8% |
| YTD | +107.9% | +11.8% | +96.2% | +28.4% |
| All | +166.5% | +14.2% | +152.4% | +38.5% |
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