+79.0%
ENB vs VIG
+57.1%
+21.9%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.1% |
| 7D | -0.5% | -0.4% | -0.1% | -0.3% |
| 30D | -0.2% | -2.1% | +1.9% | +0.7% |
| 3M | -7.5% | +3.3% | -10.9% | -9.0% |
| 6M | -4.1% | +9.3% | -13.4% | -8.0% |
| YTD | +9.8% | +10.1% | -0.3% | +4.8% |
| 1Y | +8.7% | +14.7% | -6.0% | +1.6% |
| 3Y | +79.0% | +56.9% | +22.1% | +28.5% |
| All | +79.0% | +57.1% | +21.9% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling