+15.3%
ENTG vs VEU
+55.0%
-39.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.1% | 0.0% |
| 7D | +1.2% | -1.4% | +2.6% | +4.3% |
| 30D | -12.9% | -0.4% | -12.4% | -11.9% |
| 3M | -3.1% | +2.5% | -5.6% | -5.4% |
| 6M | +21.0% | +11.1% | +9.9% | +1.7% |
| YTD | +67.0% | +16.5% | +50.5% | +28.6% |
| 1Y | +68.6% | +22.9% | +45.7% | +18.2% |
| 3Y | +48.6% | +73.4% | -24.8% | -43.2% |
| All | +15.3% | +55.0% | -39.6% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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