-40.5%
ENR vs VT
+224.5%
-265.0%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | -4.7% | +0.4% | -5.1% | -5.1% |
| 30D | -4.5% | +1.0% | -5.5% | -5.3% |
| 3M | +14.0% | +2.4% | +11.6% | +11.1% |
| 6M | +15.2% | +12.0% | +3.2% | +3.0% |
| YTD | +11.7% | +15.3% | -3.7% | -3.0% |
| 1Y | -21.1% | +22.6% | -43.7% | -35.4% |
| 3Y | -28.8% | +74.7% | -103.5% | -59.0% |
| 5Y | -34.0% | +66.1% | -100.1% | -60.4% |
| All | -40.5% | +224.5% | -265.0% | -82.6% |
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