+801.5%
ENSG vs VT
+221.4%
+580.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | -1.5% | +1.0% | -2.5% | -2.5% |
| 30D | -6.8% | -0.2% | -6.6% | -6.6% |
| 3M | +9.1% | +4.5% | +4.5% | +3.7% |
| 6M | -17.6% | +14.1% | -31.7% | -28.8% |
| YTD | -2.0% | +14.8% | -16.8% | -16.2% |
| 1Y | -1.9% | +21.2% | -23.1% | -20.9% |
| 3Y | +78.6% | +76.6% | +2.0% | -6.0% |
| 5Y | +112.7% | +66.6% | +46.1% | +18.1% |
| 10Y | +801.5% | +222.3% | +579.2% | +132.7% |
| All | +801.5% | +221.4% | +580.0% | +132.7% |
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