-66.0%
TERG vs VOO
+3.3%
-69.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | +0.5% |
| 7D | +50.0% | +3.3% | +46.7% | +22.2% |
| 30D | -57.1% | -2.7% | -54.5% | -41.9% |
| 3M | -65.3% | -1.7% | -63.6% | -55.8% |
| 6M | -66.0% | +3.1% | -69.1% | -67.3% |
| All | -66.0% | +3.3% | -69.3% | -67.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling