+429.0%
ENPH vs VEU
+198.9%
+230.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.4% | +7.2% | +7.4% |
| 7D | +9.3% | +1.7% | +7.6% | +6.3% |
| 30D | -7.3% | +1.0% | -8.2% | -8.7% |
| 3M | -31.7% | +5.6% | -37.4% | -36.7% |
| 6M | -3.5% | +13.7% | -17.1% | -19.6% |
| YTD | +21.2% | +17.7% | +3.4% | -4.5% |
| 1Y | +0.1% | +25.8% | -25.7% | -28.6% |
| 3Y | -67.7% | +77.1% | -144.8% | -86.2% |
| 5Y | -76.2% | +57.1% | -133.4% | -87.4% |
| 10Y | +2,057.2% | +149.8% | +1,907.4% | +467.3% |
| All | +429.0% | +198.9% | +230.2% | -3.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling