+106.9%
ENB vs VO
+198.4%
-91.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.4% | -0.2% | -2.2% | -2.4% |
| 30D | +2.5% | +0.5% | +2.0% | +2.0% |
| 3M | -5.8% | -1.1% | -4.7% | -5.2% |
| 6M | -8.5% | +6.4% | -14.9% | -13.0% |
| YTD | +3.9% | +13.5% | -9.7% | -6.3% |
| 1Y | +3.7% | +13.6% | -9.9% | -6.6% |
| 3Y | +70.1% | +65.2% | +4.9% | +11.8% |
| 5Y | +53.2% | +37.7% | +15.5% | +15.2% |
| All | +106.9% | +198.4% | -91.4% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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