+1,919.4%
ENPH vs VEU
+155.0%
+1,764.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -3.1% |
| 7D | -0.1% | -1.4% | +1.4% | +2.2% |
| 30D | -10.8% | -0.4% | -10.4% | -10.2% |
| 3M | -33.8% | +2.5% | -36.4% | -35.8% |
| 6M | -16.1% | +11.1% | -27.3% | -27.5% |
| YTD | +13.4% | +16.5% | -3.1% | -8.9% |
| 1Y | -2.6% | +22.9% | -25.5% | -27.7% |
| 3Y | -70.3% | +73.4% | -143.7% | -86.8% |
| 5Y | -77.0% | +56.1% | -133.1% | -87.6% |
| All | +1,919.4% | +155.0% | +1,764.5% | +388.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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