-24.3%
TERG vs VT
+11.0%
-35.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -30.3% | -4.1% | -26.2% | -1.9% |
| 7D | -51.0% | -4.2% | -46.9% | -31.7% |
| 30D | -77.9% | -5.8% | -72.1% | -64.0% |
| 3M | -75.8% | -5.2% | -70.5% | -61.3% |
| 6M | -77.6% | +0.1% | -77.7% | -69.9% |
| YTD | -40.9% | +8.2% | -49.1% | -45.0% |
| All | -24.3% | +11.0% | -35.3% | -43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling