+179.0%
TERG price history and return analytics
+17.0%
+162.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.9% | +3.8% | -1.5% |
| 7D | +12.0% | -1.1% | +13.2% | +20.7% |
| 30D | -14.9% | -1.0% | -13.9% | -8.5% |
| 3M | -21.3% | +3.2% | -24.5% | -29.0% |
| 6M | -0.3% | +12.5% | -12.8% | -36.5% |
| YTD | +117.7% | +14.1% | +103.6% | +28.7% |
| All | +179.0% | +17.0% | +162.0% | +32.7% |
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