+1,255.1%
ENTG vs VIG
+623.5%
+631.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.6% | +7.0% |
| 7D | +2.8% | -0.4% | +3.3% | +3.6% |
| 30D | -4.7% | -1.0% | -3.7% | -3.1% |
| 3M | -0.7% | +2.8% | -3.5% | -4.8% |
| 6M | +7.7% | +8.2% | -0.5% | -5.1% |
| YTD | +65.1% | +11.0% | +54.0% | +39.8% |
| 1Y | +74.8% | +16.1% | +58.6% | +37.9% |
| 3Y | +36.9% | +56.2% | -19.3% | -32.1% |
| 5Y | +16.1% | +63.0% | -46.9% | -43.1% |
| 10Y | +740.3% | +241.4% | +498.9% | +9.4% |
| All | +1,255.1% | +623.5% | +631.5% | -58.5% |
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 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