+48.4%
ENTG vs VIG
+57.1%
-8.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +3.7% |
| 7D | +8.9% | -0.4% | +9.3% | +9.9% |
| 30D | -7.2% | -2.1% | -5.1% | -2.3% |
| 3M | +6.4% | +3.3% | +3.1% | -1.9% |
| 6M | +25.7% | +9.3% | +16.4% | +1.5% |
| YTD | +67.9% | +10.1% | +57.7% | +34.5% |
| 1Y | +72.4% | +14.7% | +57.6% | +26.5% |
| 3Y | +48.4% | +56.9% | -8.5% | -40.5% |
| All | +48.4% | +57.1% | -8.7% | -40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling