-0.7%
ENPH vs VFC
-14.7%
+14.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +1.9% | +0.8% |
| 7D | +1.5% | -3.3% | +4.8% | +2.5% |
| 30D | -12.9% | -14.0% | +1.2% | -8.9% |
| 3M | -27.1% | -22.6% | -4.6% | -22.2% |
| 6M | -15.4% | -24.7% | +9.3% | -10.2% |
| YTD | +15.0% | -29.0% | +44.0% | +25.6% |
| 1Y | -0.7% | -13.8% | +13.1% | -1.3% |
| All | -0.7% | -14.7% | +14.0% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 1y: compounded portfolio wealth divided by compounded VFC 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…
1y analysis · Full analysis span regression · 6 months rolling