+782.9%
ENTG vs VNQ
+64.0%
+718.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.4% | +1.5% |
| 7D | +1.2% | -1.3% | +2.4% | +2.4% |
| 30D | -12.9% | -2.6% | -10.3% | -10.9% |
| 3M | -3.1% | -2.0% | -1.0% | -2.6% |
| 6M | +21.0% | +4.3% | +16.7% | +14.4% |
| YTD | +67.0% | +9.2% | +57.8% | +51.7% |
| 1Y | +68.6% | +5.6% | +63.0% | +58.3% |
| 3Y | +48.6% | +30.8% | +17.8% | +15.9% |
| 5Y | +18.6% | +8.0% | +10.6% | +11.3% |
| All | +782.9% | +64.0% | +718.9% | +519.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 10y: compounded portfolio wealth divided by compounded VNQ 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…
10y analysis · Full analysis span regression · 6 months rolling