-78.4%
ENPH vs VT
+66.2%
-144.6%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -2.4% | +0.4% | -2.8% | -3.1% |
| 30D | -6.6% | +1.0% | -7.6% | -8.0% |
| 3M | -46.8% | +2.4% | -49.2% | -47.8% |
| 6M | -14.7% | +12.0% | -26.7% | -27.8% |
| YTD | +13.5% | +15.3% | -1.9% | -8.2% |
| 1Y | -0.4% | +22.6% | -23.0% | -26.8% |
| 3Y | -71.7% | +74.7% | -146.4% | -88.7% |
| All | -78.4% | +66.2% | -144.6% | -89.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling