+11,245.8%
ENB vs VSH
+1,399.9%
+9,845.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.7% | +0.6% |
| 7D | -2.4% | -1.6% | -0.8% | -2.5% |
| 30D | +2.5% | -21.3% | +23.8% | +4.5% |
| 3M | -5.8% | -18.9% | +13.1% | -4.6% |
| 6M | -8.5% | -21.4% | +12.9% | -8.5% |
| YTD | +3.9% | +86.8% | -83.0% | -6.2% |
| 1Y | +3.7% | +85.8% | -82.1% | -6.4% |
| 3Y | +70.1% | +30.1% | +39.9% | +55.7% |
| 5Y | +53.2% | +42.8% | +10.4% | +37.7% |
| 10Y | +100.2% | +121.2% | -21.0% | +69.8% |
| All | +11,245.8% | +1,399.9% | +9,845.9% | +8,043.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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