+8.8%
ENPH vs VYM
+21.8%
-13.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.5% | +0.7% |
| 7D | +26.3% | +1.2% | +25.1% | +22.7% |
| 30D | -5.7% | +5.2% | -10.9% | -17.6% |
| 3M | -24.5% | +0.5% | -25.0% | -25.3% |
| 6M | -3.0% | +7.7% | -10.7% | -19.1% |
| YTD | -1.6% | +17.2% | -18.7% | -30.1% |
| 1Y | +8.8% | +21.7% | -12.9% | -30.1% |
| All | +8.8% | +21.8% | -13.0% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling