-76.7%
ENPH vs VO
+40.2%
-116.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +2.0% |
| 7D | +1.5% | -2.5% | +4.0% | +6.0% |
| 30D | -12.9% | -3.2% | -9.6% | -7.7% |
| 3M | -27.1% | +3.9% | -31.0% | -31.2% |
| 6M | -15.4% | +9.6% | -25.1% | -25.9% |
| YTD | +15.0% | +11.6% | +3.4% | -1.5% |
| 1Y | -0.7% | +12.6% | -13.3% | -15.7% |
| 3Y | -69.3% | +55.4% | -124.7% | -84.8% |
| 5Y | -76.7% | +41.8% | -118.5% | -85.5% |
| All | -76.7% | +40.2% | -116.9% | -85.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling