+1,259.8%
ENB vs VO
+833.6%
+426.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -0.9% | -0.5% |
| 7D | -1.8% | +0.2% | -2.0% | -2.0% |
| 30D | +2.0% | +2.0% | 0.0% | +0.6% |
| 3M | -5.8% | -0.3% | -5.5% | -5.8% |
| 6M | -9.7% | +7.3% | -17.0% | -14.2% |
| YTD | +4.2% | +15.0% | -10.8% | -5.9% |
| 1Y | +3.2% | +14.7% | -11.5% | -6.7% |
| 3Y | +70.6% | +67.3% | +3.3% | +17.0% |
| 5Y | +55.1% | +38.8% | +16.3% | +19.4% |
| 10Y | +107.6% | +201.6% | -94.0% | -5.9% |
| All | +1,259.8% | +833.6% | +426.1% | +213.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling