+21.8%
ENTG vs VIG
+62.2%
-40.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +2.6% |
| 7D | +8.9% | -1.2% | +10.1% | +11.7% |
| 30D | -0.8% | -2.8% | +2.0% | +5.6% |
| 3M | +6.6% | +2.5% | +4.1% | +1.2% |
| 6M | +22.1% | +8.1% | +14.0% | +3.7% |
| YTD | +70.2% | +9.6% | +60.6% | +41.8% |
| 1Y | +76.7% | +14.2% | +62.6% | +36.1% |
| 3Y | +50.5% | +56.1% | -5.6% | -36.6% |
| 5Y | +21.8% | +62.8% | -41.0% | -50.2% |
| All | +21.8% | +62.2% | -40.4% | -50.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling