+163.7%
ENFR vs VT
+247.7%
-83.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.3% | +0.9% |
| 7D | -9.0% | -4.2% | -4.8% | -5.5% |
| 30D | -4.2% | -5.8% | +1.6% | +0.9% |
| 3M | -4.0% | -5.2% | +1.2% | +0.4% |
| 6M | -4.0% | +0.1% | -4.1% | -5.4% |
| YTD | +20.0% | +8.2% | +11.8% | +8.9% |
| 1Y | +26.7% | +10.1% | +16.6% | +12.9% |
| 3Y | +85.0% | +69.7% | +15.3% | +5.6% |
| 5Y | +129.1% | +53.4% | +75.8% | +43.7% |
| 10Y | +186.2% | +219.2% | -33.0% | -15.9% |
| All | +163.7% | +247.7% | -83.9% | -27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling