+16.2%
ENTG vs VCIT
+4.1%
+12.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | +2.8% | -0.3% | +3.2% | +3.6% |
| 30D | -4.7% | -0.8% | -3.9% | -3.1% |
| 3M | -0.7% | -1.0% | +0.3% | +1.8% |
| 6M | +7.7% | -1.8% | +9.6% | +12.7% |
| YTD | +65.1% | -0.7% | +65.8% | +69.2% |
| 1Y | +74.8% | +1.0% | +73.8% | +74.0% |
| 3Y | +36.9% | +18.8% | +18.1% | +2.7% |
| All | +16.2% | +4.1% | +12.2% | -9.7% |
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