+47.3%
ENOR vs VT
+59.7%
-12.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -2.2% |
| 7D | -3.0% | -0.3% | -2.7% | -2.8% |
| 30D | +3.5% | -1.4% | +4.9% | +4.7% |
| 3M | +5.0% | -1.4% | +6.3% | +6.1% |
| 6M | +1.9% | +5.5% | -3.6% | -3.6% |
| YTD | +32.4% | +12.8% | +19.6% | +17.2% |
| 1Y | +41.3% | +15.4% | +25.9% | +22.2% |
| 3Y | +87.5% | +76.9% | +10.6% | +5.7% |
| All | +47.3% | +59.7% | -12.4% | -7.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling