+395.5%
ENPH vs VOO
+603.8%
-208.3%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.8% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | -6.6% | +0.1% | -6.7% | -6.6% |
| 3M | -46.8% | +2.0% | -48.8% | -47.5% |
| 6M | -14.7% | +13.0% | -27.8% | -28.2% |
| YTD | +13.5% | +13.6% | -0.1% | -4.8% |
| 1Y | -0.4% | +20.1% | -20.5% | -23.1% |
| 3Y | -71.7% | +77.6% | -149.3% | -88.6% |
| 5Y | -79.1% | +82.4% | -161.5% | -91.6% |
| 10Y | +1,898.4% | +316.8% | +1,581.5% | +91.6% |
| All | +395.5% | +603.8% | -208.3% | -87.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling