+1.5%
TERG price history and return analytics
+13.9%
-12.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -0.3% | -10.4% | -8.6% |
| 7D | +27.9% | +2.4% | +25.5% | +12.3% |
| 30D | -56.9% | -1.5% | -55.4% | -47.5% |
| 3M | -70.3% | -4.1% | -66.2% | -54.9% |
| 6M | -70.4% | +0.6% | -71.0% | -61.5% |
| YTD | -20.8% | +11.0% | -31.8% | -36.3% |
| All | +1.5% | +13.9% | -12.3% | -34.3% |
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 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