+190.3%
ENIC vs VOO
+72.6%
+117.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | -2.8% | +2.6% | -5.3% | -4.6% |
| 30D | -4.5% | -2.0% | -2.5% | -3.2% |
| 3M | -4.3% | -2.8% | -1.5% | -2.4% |
| 6M | -2.9% | +2.2% | -5.0% | -4.5% |
| YTD | +8.7% | +11.5% | -2.8% | +0.4% |
| 1Y | +12.1% | +13.5% | -1.4% | +2.1% |
| 3Y | +81.2% | +78.1% | +3.1% | +17.9% |
| All | +190.3% | +72.6% | +117.7% | +83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling