+1.5%
TERG vs VOO
+13.9%
-12.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -0.4% | -10.3% | -8.0% |
| 7D | +27.9% | +2.6% | +25.3% | +10.9% |
| 30D | -56.9% | -2.0% | -54.9% | -45.4% |
| 3M | -70.3% | -2.8% | -67.6% | -59.6% |
| 6M | -70.4% | +2.2% | -72.6% | -67.4% |
| YTD | -20.8% | +11.5% | -32.3% | -44.0% |
| All | +1.5% | +13.9% | -12.4% | -39.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling