-39.3%
ENR vs VOO
+321.7%
-361.0%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | -3.0% | -2.0% | -1.0% | -1.2% |
| 30D | -9.2% | -1.7% | -7.6% | -7.9% |
| 3M | +4.7% | +4.7% | 0.0% | +0.4% |
| 6M | +16.0% | +12.6% | +3.5% | +4.4% |
| YTD | +5.4% | +11.8% | -6.3% | -4.7% |
| 1Y | -24.9% | +17.5% | -42.5% | -35.1% |
| 3Y | -34.1% | +77.0% | -111.1% | -61.2% |
| 5Y | -35.1% | +82.6% | -117.6% | -63.5% |
| All | -39.3% | +321.7% | -361.0% | -84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling