+803.5%
ENTG vs VO
+197.6%
+605.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | +0.8% |
| 7D | +22.8% | +2.9% | +19.9% | +17.6% |
| 30D | -4.9% | +1.0% | -5.9% | -5.6% |
| 3M | -4.8% | -1.7% | -3.1% | -1.0% |
| 6M | +5.6% | +6.7% | -1.1% | -2.0% |
| YTD | +82.4% | +14.0% | +68.4% | +54.8% |
| 1Y | +82.9% | +13.7% | +69.2% | +56.6% |
| 3Y | +62.1% | +65.8% | -3.7% | -15.5% |
| 5Y | +4.3% | +36.6% | -32.3% | -24.2% |
| All | +803.5% | +197.6% | +605.9% | +122.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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