-69.8%
ENPH vs VOO
+75.9%
-145.7%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.3% |
| 7D | +1.5% | -2.0% | +3.5% | +4.6% |
| 30D | -12.9% | -1.7% | -11.2% | -10.5% |
| 3M | -27.1% | +4.7% | -31.9% | -31.3% |
| 6M | -15.4% | +12.6% | -28.0% | -26.4% |
| YTD | +15.0% | +11.8% | +3.2% | +1.4% |
| 1Y | -0.7% | +17.5% | -18.2% | -17.2% |
| All | -69.8% | +75.9% | -145.7% | -88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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