+1,340.7%
ENTG vs VIG
+655.8%
+684.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | +15.2% | +3.5% | +11.7% | +8.6% |
| 30D | -3.6% | +4.9% | -8.6% | -11.5% |
| 3M | -10.0% | +2.5% | -12.5% | -13.9% |
| 6M | +1.8% | +11.0% | -9.2% | -15.0% |
| YTD | +75.5% | +16.0% | +59.5% | +37.6% |
| 1Y | +82.4% | +17.5% | +64.9% | +40.1% |
| 3Y | +58.5% | +67.0% | -8.5% | -30.2% |
| 5Y | +0.4% | +64.8% | -64.4% | -51.8% |
| 10Y | +759.6% | +263.6% | +496.0% | -0.1% |
| All | +1,340.7% | +655.8% | +684.9% | -59.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling