+186.5%
TERG vs VOO
+14.8%
+171.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.8% | +9.5% |
| 7D | +25.4% | -0.4% | +25.8% | +26.8% |
| 30D | +5.1% | -1.4% | +6.4% | +14.7% |
| 3M | -14.8% | +3.7% | -18.5% | -28.1% |
| 6M | +6.6% | +13.0% | -6.4% | -39.8% |
| YTD | +123.5% | +12.4% | +111.1% | +32.1% |
| All | +186.5% | +14.8% | +171.6% | +42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling