+15.3%
ENTG vs VNQ
+7.0%
+8.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.4% | +1.3% |
| 7D | +1.2% | -1.3% | +2.4% | +2.7% |
| 30D | -12.9% | -2.6% | -10.3% | -10.3% |
| 3M | -3.1% | -2.0% | -1.0% | -2.6% |
| 6M | +21.0% | +4.3% | +16.7% | +12.0% |
| YTD | +67.0% | +9.2% | +57.8% | +46.6% |
| 1Y | +68.6% | +5.6% | +63.0% | +54.4% |
| 3Y | +48.6% | +30.8% | +17.8% | +4.4% |
| All | +15.3% | +7.0% | +8.3% | +5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling