-67.7%
ENPH vs VO
+57.7%
-125.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.6% | +7.3% | +7.8% |
| 7D | +9.3% | +0.6% | +8.6% | +7.9% |
| 30D | -7.3% | -1.1% | -6.2% | -5.4% |
| 3M | -31.7% | +4.5% | -36.3% | -36.4% |
| 6M | -3.5% | +11.1% | -14.5% | -17.7% |
| YTD | +21.2% | +13.5% | +7.6% | +0.4% |
| 1Y | +0.1% | +14.5% | -14.4% | -17.7% |
| 3Y | -67.7% | +58.1% | -125.8% | -88.2% |
| All | -67.7% | +57.7% | -125.5% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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