+429.0%
ENPH vs VCLT
+56.8%
+372.3%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | 0.0% | +6.8% | +6.8% |
| 7D | +9.3% | +0.3% | +8.9% | +9.0% |
| 30D | -7.3% | -0.6% | -6.7% | -6.8% |
| 3M | -31.7% | -2.2% | -29.5% | -30.3% |
| 6M | -3.5% | -2.9% | -0.6% | -0.7% |
| YTD | +21.2% | -2.1% | +23.2% | +23.7% |
| 1Y | +0.1% | -2.6% | +2.6% | +2.7% |
| 3Y | -67.7% | +12.5% | -80.2% | -69.8% |
| 5Y | -76.2% | -15.3% | -60.9% | -73.6% |
| 10Y | +2,057.2% | +16.6% | +2,040.6% | +2,274.9% |
| All | +429.0% | +56.8% | +372.3% | +816.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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