-32.1%
ENR vs VT
+66.2%
-98.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | -4.7% | +0.4% | -5.1% | -5.0% |
| 30D | -4.5% | +1.0% | -5.5% | -5.1% |
| 3M | +14.0% | +2.4% | +11.6% | +11.7% |
| 6M | +15.2% | +12.0% | +3.2% | +5.2% |
| YTD | +11.7% | +15.3% | -3.7% | -0.4% |
| 1Y | -21.1% | +22.6% | -43.7% | -32.9% |
| 3Y | -28.8% | +74.7% | -103.5% | -54.3% |
| All | -32.1% | +66.2% | -98.3% | -57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling