+965.8%
ENSG vs VT
+215.5%
+750.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.9% |
| 7D | -0.2% | -2.3% | +2.1% | +2.0% |
| 30D | +7.0% | -5.0% | +12.0% | +12.3% |
| 3M | -0.3% | -4.9% | +4.6% | +4.4% |
| 6M | +3.0% | -1.5% | +4.5% | +3.2% |
| YTD | +4.1% | +8.5% | -4.4% | -6.2% |
| 1Y | -0.9% | +11.4% | -12.2% | -13.1% |
| 3Y | +78.9% | +70.1% | +8.8% | -2.6% |
| 5Y | +120.1% | +53.7% | +66.4% | +33.3% |
| All | +965.8% | +215.5% | +750.3% | +225.5% |
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 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