-75.2%
ENPH vs VLTO
+56.1%
-131.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.9% |
| 7D | +4.1% | +2.0% | +2.1% | +3.5% |
| 30D | -11.4% | +21.8% | -33.2% | -16.8% |
| 3M | -30.5% | +20.2% | -50.8% | -34.6% |
| 6M | -20.2% | +36.3% | -56.6% | -29.0% |
| YTD | -9.3% | +18.8% | -28.1% | -14.2% |
| 1Y | -3.8% | +20.4% | -24.2% | -10.4% |
| 3Y | -61.5% | +71.9% | -133.4% | -74.9% |
| All | -75.2% | +56.1% | -131.3% | -82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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