-22.8%
ENR vs VT
+221.8%
-244.6%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +1.2% | +2.4% | -1.1% | -0.9% |
| 30D | +10.1% | -1.5% | +11.6% | +11.6% |
| 3M | +7.9% | -4.1% | +12.0% | +12.3% |
| 6M | +46.4% | +0.6% | +45.9% | +45.1% |
| YTD | +26.9% | +11.0% | +15.9% | +14.3% |
| 1Y | +5.9% | +13.3% | -7.5% | -6.4% |
| 3Y | -17.3% | +73.4% | -90.7% | -52.1% |
| 5Y | -22.2% | +57.4% | -79.6% | -50.6% |
| All | -22.8% | +221.8% | -244.6% | -75.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling