+3,629.5%
ENTG vs VCIT
+95.6%
+3,533.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.1% |
| 7D | +22.8% | -1.4% | +24.2% | +24.2% |
| 30D | -4.9% | +0.8% | -5.7% | -5.7% |
| 3M | -4.8% | -1.7% | -3.1% | -3.6% |
| 6M | +5.6% | -2.1% | +7.7% | +7.5% |
| YTD | +82.4% | -2.0% | +84.4% | +86.0% |
| 1Y | +82.9% | -1.5% | +84.3% | +85.8% |
| 3Y | +62.1% | +19.0% | +43.2% | +46.6% |
| 5Y | +4.3% | +3.8% | +0.5% | -5.3% |
| 10Y | +793.4% | +30.6% | +762.8% | +831.1% |
| All | +3,629.5% | +95.6% | +3,533.9% | +10,331.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling