+395.5%
ENPH vs VT
+358.6%
+36.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -28.0% |
| YTD | +13.5% | +15.3% | -1.9% | -8.5% |
| 1Y | -0.4% | +22.6% | -23.0% | -27.2% |
| 3Y | -71.7% | +74.7% | -146.4% | -88.7% |
| 5Y | -79.1% | +66.1% | -145.2% | -90.4% |
| 10Y | +1,898.4% | +225.0% | +1,673.3% | +190.2% |
| All | +395.5% | +358.6% | +36.9% | -65.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling