-77.3%
ENPH vs VTEB
+1.2%
-78.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.7% | -2.5% |
| 7D | -0.1% | -0.9% | +0.9% | +2.9% |
| 30D | -10.8% | -2.5% | -8.3% | -3.5% |
| 3M | -33.8% | -3.0% | -30.9% | -27.2% |
| 6M | -16.1% | -2.1% | -14.0% | -9.8% |
| YTD | +13.4% | -1.5% | +14.9% | +19.6% |
| 1Y | -2.6% | +0.2% | -2.8% | -2.3% |
| 3Y | -70.3% | +8.6% | -78.8% | -75.9% |
| All | -77.3% | +1.2% | -78.5% | -73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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