+31.9%
ENIC vs VOO
+335.6%
-303.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.9% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | -0.9% | +0.1% | -0.9% | -0.9% |
| 3M | +6.0% | +2.0% | +3.9% | +4.5% |
| 6M | +17.0% | +13.0% | +4.0% | +7.9% |
| YTD | +14.7% | +13.6% | +1.1% | +5.5% |
| 1Y | +27.7% | +20.1% | +7.6% | +13.1% |
| 3Y | +74.8% | +77.6% | -2.8% | +19.0% |
| 5Y | +151.0% | +82.4% | +68.6% | +66.3% |
| 10Y | +59.4% | +316.8% | -257.5% | -36.0% |
| All | +31.9% | +335.6% | -303.7% | -49.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling