+139.5%
ENOR vs VT
+215.5%
-76.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.6% |
| 7D | -6.3% | -2.3% | -4.0% | -4.3% |
| 30D | +0.8% | -5.0% | +5.8% | +5.9% |
| 3M | +2.3% | -4.9% | +7.1% | +7.2% |
| 6M | -1.2% | -1.5% | +0.4% | -0.5% |
| YTD | +28.0% | +8.5% | +19.6% | +15.7% |
| 1Y | +37.0% | +11.4% | +25.6% | +20.2% |
| 3Y | +81.2% | +70.1% | +11.1% | -0.5% |
| 5Y | +42.4% | +53.7% | -11.3% | -12.5% |
| All | +139.5% | +215.5% | -76.0% | -35.8% |
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