+3,385.7%
ENLT vs VT
+87.3%
+3,298.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.5% |
| 7D | +3.0% | -2.3% | +5.3% | +5.6% |
| 30D | +3.4% | -5.0% | +8.3% | +9.0% |
| 3M | -19.0% | -4.9% | -14.2% | -14.6% |
| 6M | -27.0% | -1.5% | -25.5% | -24.7% |
| YTD | +50.3% | +8.5% | +41.8% | +43.8% |
| 1Y | +100.4% | +11.4% | +89.0% | +88.7% |
| 3Y | +362.9% | +70.1% | +292.8% | +268.2% |
| All | +3,385.7% | +87.3% | +3,298.4% | +2,445.9% |
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