+2,382.5%
ENPH vs VT
+224.4%
+2,158.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.2% | +0.4% |
| 7D | -10.3% | -0.7% | -9.6% | -9.1% |
| 30D | -10.1% | -1.7% | -8.4% | -7.2% |
| 3M | -33.1% | -2.3% | -30.8% | -30.2% |
| 6M | -24.8% | +1.5% | -26.4% | -24.6% |
| YTD | -11.7% | +12.0% | -23.7% | -24.4% |
| 1Y | -8.2% | +12.9% | -21.1% | -22.2% |
| 3Y | -63.7% | +74.9% | -138.7% | -84.9% |
| 5Y | -88.7% | +59.9% | -148.6% | -94.3% |
| 10Y | +2,382.5% | +224.6% | +2,157.8% | +284.5% |
| All | +2,382.5% | +224.4% | +2,158.1% | +284.5% |
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