-69.9%
ENPH vs VIG
+55.4%
-125.4%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.5% | -4.9% | -4.5% |
| 7D | +3.4% | -1.2% | +4.5% | +5.6% |
| 30D | -10.3% | -2.8% | -7.4% | -5.4% |
| 3M | -31.4% | +2.5% | -33.8% | -34.3% |
| 6M | -10.1% | +8.1% | -18.2% | -20.7% |
| YTD | +14.6% | +9.6% | +5.0% | -0.4% |
| 1Y | -3.2% | +14.2% | -17.4% | -20.6% |
| All | -69.9% | +55.4% | -125.4% | -89.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling