+65.7%
ENTG vs VIG
+19.5%
+46.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.1% | -8.6% | -11.9% |
| 7D | -10.3% | +2.7% | -13.1% | -17.0% |
| 30D | -14.4% | +7.0% | -21.4% | -30.2% |
| 3M | -1.1% | +4.0% | -5.1% | -12.2% |
| 6M | +3.0% | +12.3% | -9.3% | -27.2% |
| YTD | +70.1% | +16.4% | +53.7% | +9.4% |
| 1Y | +65.7% | +19.2% | +46.5% | -0.9% |
| All | +65.7% | +19.5% | +46.2% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling