+107.1%
ENB vs VT
+224.5%
-117.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.8% |
| 7D | -0.2% | +0.4% | -0.7% | -0.6% |
| 30D | -2.2% | +1.0% | -3.2% | -3.1% |
| 3M | -10.5% | +2.4% | -12.9% | -12.7% |
| 6M | -5.1% | +12.0% | -17.1% | -14.4% |
| YTD | +9.0% | +15.3% | -6.4% | -4.5% |
| 1Y | +8.2% | +22.6% | -14.4% | -10.3% |
| 3Y | +67.8% | +74.7% | -6.9% | -1.4% |
| 5Y | +69.4% | +66.1% | +3.2% | +3.3% |
| All | +107.1% | +224.5% | -117.4% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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