+2,186.8%
ENPH vs VT
+221.8%
+1,965.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.2% |
| 7D | -8.4% | +2.4% | -10.8% | -11.9% |
| 30D | -11.2% | -1.5% | -9.7% | -8.8% |
| 3M | -36.1% | -4.1% | -32.0% | -31.1% |
| 6M | -37.9% | +0.6% | -38.5% | -36.8% |
| YTD | -18.7% | +11.0% | -29.7% | -29.2% |
| 1Y | -9.8% | +13.3% | -23.2% | -24.1% |
| 3Y | -66.8% | +73.4% | -140.2% | -86.0% |
| 5Y | -89.6% | +57.4% | -147.1% | -94.6% |
| All | +2,186.8% | +221.8% | +1,965.1% | +257.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling