-2.6%
ENPH vs VIG
+13.0%
-15.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -3.4% |
| 7D | -0.1% | -1.1% | +1.0% | +2.9% |
| 30D | -10.8% | -2.7% | -8.1% | -3.4% |
| 3M | -33.8% | +2.5% | -36.4% | -39.2% |
| 6M | -16.1% | +9.2% | -25.4% | -33.0% |
| YTD | +13.4% | +9.8% | +3.6% | -9.5% |
| 1Y | -2.6% | +12.4% | -15.0% | -25.7% |
| All | -2.6% | +13.0% | -15.6% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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