-26.5%
ENR vs VT
+215.5%
-242.0%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.8% |
| 7D | +3.0% | -2.3% | +5.3% | +5.3% |
| 30D | +10.7% | -5.0% | +15.6% | +16.0% |
| 3M | +12.2% | -4.9% | +17.1% | +17.6% |
| 6M | +29.8% | -1.5% | +31.3% | +31.1% |
| YTD | +25.4% | +8.5% | +16.9% | +15.3% |
| 1Y | +7.4% | +11.4% | -3.9% | -3.5% |
| 3Y | -18.1% | +70.1% | -88.2% | -51.7% |
| 5Y | -23.5% | +53.7% | -77.2% | -50.4% |
| All | -26.5% | +215.5% | -242.0% | -77.0% |
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