+63.2%
ENTG vs VLTO
+55.4%
+7.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.2% |
| 7D | +22.8% | +0.8% | +22.0% | +22.5% |
| 30D | -4.9% | +18.7% | -23.6% | -12.5% |
| 3M | -4.8% | +21.7% | -26.5% | -13.9% |
| 6M | +5.6% | +35.8% | -30.3% | -12.8% |
| YTD | +82.4% | +18.3% | +64.1% | +67.1% |
| 1Y | +82.9% | +20.9% | +62.0% | +63.8% |
| 3Y | +62.1% | +68.8% | -6.7% | +29.4% |
| All | +63.2% | +55.4% | +7.9% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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