+708.1%
ENTG vs VCIT
+30.3%
+677.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | 0.0% |
| 7D | -9.3% | +0.1% | -9.4% | -9.5% |
| 30D | -16.4% | +1.1% | -17.5% | -18.2% |
| 3M | -3.8% | -1.4% | -2.5% | -2.1% |
| 6M | -6.9% | -2.3% | -4.6% | -3.2% |
| YTD | +65.0% | -1.8% | +66.8% | +70.7% |
| 1Y | +61.7% | -1.0% | +62.7% | +65.5% |
| 3Y | +46.6% | +19.3% | +27.4% | +15.0% |
| 5Y | -2.7% | +3.8% | -6.5% | -11.6% |
| All | +708.1% | +30.3% | +677.7% | +669.3% |
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