+2.9%
ENB vs VT
+12.0%
-9.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +0.7% |
| 7D | -2.4% | -0.1% | -2.3% | -2.4% |
| 30D | +2.5% | -3.1% | +5.5% | +2.2% |
| 3M | -5.8% | -3.5% | -2.3% | -6.0% |
| 6M | -8.5% | +0.5% | -9.0% | -8.5% |
| YTD | +3.9% | +10.8% | -6.9% | +3.5% |
| All | +2.9% | +12.0% | -9.1% | +2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling