+79.0%
ENB vs VO
+57.7%
+21.2%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +1.0% |
| 7D | -0.5% | +0.6% | -1.1% | -0.7% |
| 30D | -0.2% | -1.1% | +0.9% | +0.2% |
| 3M | -7.5% | +4.5% | -12.1% | -9.2% |
| 6M | -4.1% | +11.1% | -15.2% | -8.1% |
| YTD | +9.8% | +13.5% | -3.7% | +4.1% |
| 1Y | +8.7% | +14.5% | -5.8% | +2.6% |
| 3Y | +79.0% | +58.1% | +20.9% | +39.6% |
| All | +79.0% | +57.7% | +21.2% | +39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling