-39.7%
ENOV vs VT
+74.1%
-113.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +1.6% |
| 7D | +38.4% | +0.4% | +38.0% | +36.5% |
| 30D | +61.3% | -2.6% | +63.9% | +66.5% |
| 3M | +7.3% | -3.2% | +10.5% | +11.9% |
| 6M | +7.6% | +0.9% | +6.7% | +4.7% |
| YTD | +7.1% | +11.3% | -4.2% | -10.1% |
| 1Y | +1.7% | +14.0% | -12.3% | -17.6% |
| 3Y | -39.7% | +75.8% | -115.5% | -74.4% |
| All | -39.7% | +74.1% | -113.8% | -74.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling