+799.3%
ENTG vs VCIT
+30.9%
+768.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | 0.0% | +11.3% | +11.3% |
| 7D | +7.9% | -0.5% | +8.4% | +8.7% |
| 30D | -3.6% | +1.5% | -5.0% | -6.2% |
| 3M | +2.7% | -1.0% | +3.7% | +3.9% |
| 6M | +3.6% | -1.7% | +5.2% | +6.6% |
| YTD | +83.6% | -1.4% | +85.0% | +88.7% |
| 1Y | +84.9% | -0.9% | +85.8% | +88.9% |
| 3Y | +63.2% | +19.8% | +43.4% | +27.1% |
| 5Y | +4.9% | +4.6% | +0.3% | -5.7% |
| 10Y | +799.3% | +31.5% | +767.8% | +750.1% |
| All | +799.3% | +30.9% | +768.4% | +750.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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