+26.7%
TERG price history and return analytics
+13.8%
+13.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | 0.0% | +6.8% | +6.6% |
| 7D | -32.5% | -1.6% | -30.9% | -23.5% |
| 30D | -66.1% | -2.5% | -63.6% | -57.6% |
| 3M | -54.2% | -1.3% | -52.9% | -45.6% |
| 6M | -60.0% | +3.1% | -63.0% | -56.7% |
| YTD | -1.1% | +10.9% | -12.1% | -24.1% |
| All | +26.7% | +13.8% | +13.0% | -21.7% |
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