+169.4%
TERG price history and return analytics
+17.7%
+151.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.5% | +8.7% | +11.7% |
| 7D | +22.5% | +1.0% | +21.5% | +13.2% |
| 30D | -8.2% | -0.2% | -7.9% | -6.0% |
| 3M | -22.3% | +4.5% | -26.8% | -34.6% |
| 6M | +16.7% | +14.1% | +2.6% | -31.9% |
| YTD | +110.2% | +14.8% | +95.4% | +19.1% |
| All | +169.4% | +17.7% | +151.7% | +22.9% |
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