+3,498.0%
ENLT vs VT
+91.3%
+3,406.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.3% |
| 7D | +8.9% | -0.1% | +9.1% | +9.2% |
| 30D | +4.6% | -3.1% | +7.7% | +8.1% |
| 3M | -12.9% | -3.5% | -9.4% | -9.5% |
| 6M | -22.1% | +0.5% | -22.5% | -21.3% |
| YTD | +55.1% | +10.8% | +44.3% | +45.3% |
| 1Y | +96.2% | +11.9% | +84.3% | +82.8% |
| 3Y | +397.3% | +73.0% | +324.3% | +287.4% |
| All | +3,498.0% | +91.3% | +3,406.7% | +2,472.8% |
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