+395.5%
ENPH vs VSH
+228.1%
+167.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.4% | -4.3% | -2.5% |
| 7D | -2.4% | +4.1% | -6.4% | -4.8% |
| 30D | -6.6% | -4.2% | -2.5% | -5.0% |
| 3M | -46.8% | -50.0% | +3.2% | -21.5% |
| 6M | -14.7% | +80.2% | -94.9% | -44.0% |
| YTD | +13.5% | +121.1% | -107.6% | -35.9% |
| 1Y | -0.4% | +112.0% | -112.4% | -42.9% |
| 3Y | -71.7% | +22.5% | -94.3% | -78.5% |
| 5Y | -79.1% | +64.0% | -143.1% | -87.3% |
| 10Y | +1,898.4% | +170.4% | +1,728.0% | +696.8% |
| All | +395.5% | +228.1% | +167.4% | +74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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