+4.9%
ENTG vs VCIT
+3.9%
+1.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | 0.0% | +11.3% | +11.3% |
| 7D | +7.9% | -0.5% | +8.4% | +8.9% |
| 30D | -3.6% | +1.0% | -4.6% | -6.0% |
| 3M | +2.7% | -1.4% | +4.1% | +5.2% |
| 6M | +3.6% | -2.1% | +5.7% | +8.2% |
| YTD | +83.6% | -1.8% | +85.4% | +91.5% |
| 1Y | +84.9% | -1.4% | +86.2% | +91.5% |
| 3Y | +63.2% | +19.3% | +43.9% | +20.8% |
| 5Y | +4.9% | +4.1% | +0.8% | -22.2% |
| All | +4.9% | +3.9% | +1.1% | -22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling