+0.2%
ENTG vs VIG
+64.4%
-64.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | +15.2% | +3.5% | +11.7% | +7.0% |
| 30D | -3.6% | +4.9% | -8.6% | -13.6% |
| 3M | -10.0% | +2.5% | -12.5% | -15.0% |
| 6M | +1.8% | +11.0% | -9.2% | -19.2% |
| YTD | +75.5% | +16.0% | +59.5% | +28.3% |
| 1Y | +82.4% | +17.5% | +64.9% | +30.0% |
| 3Y | +58.5% | +67.0% | -8.5% | -43.2% |
| All | +0.2% | +64.4% | -64.2% | -61.6% |
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