+294.7%
ENPH vs VT
+330.4%
-35.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -4.1% | -4.1% | -1.0% |
| 7D | +12.0% | -4.2% | +16.2% | +21.0% |
| 30D | -14.6% | -5.8% | -8.8% | -4.9% |
| 3M | -25.6% | -5.2% | -20.4% | -18.0% |
| 6M | -19.6% | +0.1% | -19.7% | -17.4% |
| YTD | -9.6% | +8.2% | -17.8% | -18.4% |
| 1Y | -10.0% | +10.1% | -20.2% | -20.9% |
| 3Y | -64.2% | +69.7% | -133.8% | -85.0% |
| 5Y | -87.8% | +53.4% | -141.2% | -93.6% |
| 10Y | +2,376.1% | +219.2% | +2,156.8% | +267.4% |
| All | +294.7% | +330.4% | -35.7% | -69.1% |
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