+0.5%
ENR vs VT
+206.9%
-206.5%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | +0.9% |
| 7D | +5.7% | -4.2% | +9.9% | +9.9% |
| 30D | +13.3% | -5.8% | +19.1% | +19.6% |
| 3M | +10.1% | -5.2% | +15.3% | +15.7% |
| 6M | +41.6% | +0.1% | +41.4% | +40.9% |
| YTD | +28.7% | +8.2% | +20.5% | +19.0% |
| 1Y | +8.1% | +10.1% | -2.0% | -1.4% |
| 3Y | -15.7% | +69.7% | -85.4% | -49.2% |
| 5Y | -21.5% | +53.4% | -74.8% | -48.3% |
| 10Y | -23.7% | +219.2% | -242.9% | -74.3% |
| All | +0.5% | +206.9% | -206.5% | -65.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling