+79.6%
ENB vs VLTO
+56.1%
+23.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | -3.7% | +2.0% | -5.7% | -3.9% |
| 30D | +1.7% | +21.8% | -20.1% | -0.4% |
| 3M | -6.3% | +20.2% | -26.5% | -8.1% |
| 6M | -9.2% | +36.3% | -45.5% | -12.4% |
| YTD | +3.1% | +18.8% | -15.7% | +1.1% |
| 1Y | +3.4% | +20.4% | -17.0% | +1.1% |
| 3Y | +68.9% | +71.9% | -3.0% | +56.0% |
| All | +79.6% | +56.1% | +23.5% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling