+395.5%
ENPH vs VO
+398.2%
-2.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.5% |
| 7D | -2.4% | -0.3% | -2.1% | -1.9% |
| 30D | -6.6% | -0.3% | -6.3% | -5.9% |
| 3M | -46.8% | +2.9% | -49.8% | -48.6% |
| 6M | -14.7% | +9.3% | -24.1% | -25.2% |
| YTD | +13.5% | +14.2% | -0.7% | -6.9% |
| 1Y | -0.4% | +15.3% | -15.7% | -19.0% |
| 3Y | -71.7% | +56.2% | -128.0% | -86.1% |
| 5Y | -79.1% | +42.4% | -121.5% | -87.4% |
| 10Y | +1,898.4% | +194.7% | +1,703.6% | +257.0% |
| All | +395.5% | +398.2% | -2.7% | -72.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling