+13.6%
TERG vs VT
+14.2%
-0.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | +2.3% |
| 7D | +50.0% | +2.9% | +47.1% | +26.8% |
| 30D | -57.1% | -2.5% | -54.6% | -43.7% |
| 3M | -65.3% | -3.3% | -62.0% | -50.4% |
| 6M | -66.0% | +1.5% | -67.5% | -58.5% |
| YTD | -11.4% | +11.4% | -22.7% | -30.3% |
| All | +13.6% | +14.2% | -0.6% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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