+3,196.4%
ENLT vs VT
+86.9%
+3,109.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.4% | -0.4% |
| 7D | -6.2% | -4.2% | -2.0% | -2.0% |
| 30D | -4.4% | -5.8% | +1.4% | +1.6% |
| 3M | -21.6% | -5.2% | -16.3% | -17.0% |
| 6M | -28.8% | +0.1% | -28.9% | -27.5% |
| YTD | +42.1% | +8.2% | +33.9% | +36.3% |
| 1Y | +81.9% | +10.1% | +71.8% | +72.8% |
| 3Y | +339.2% | +69.7% | +269.6% | +250.2% |
| All | +3,196.4% | +86.9% | +3,109.6% | +2,313.0% |
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