+764.3%
ENTG vs VO
+197.9%
+566.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.9% | -3.0% | -2.4% |
| 7D | +5.1% | -2.5% | +7.6% | +9.5% |
| 30D | -8.5% | -3.2% | -5.3% | -3.2% |
| 3M | +6.7% | +3.9% | +2.8% | +1.9% |
| 6M | +17.7% | +9.6% | +8.1% | +4.4% |
| YTD | +63.5% | +11.6% | +51.9% | +42.3% |
| 1Y | +73.6% | +12.6% | +61.0% | +51.0% |
| 3Y | +44.6% | +55.4% | -10.8% | -17.5% |
| 5Y | +16.1% | +41.8% | -25.7% | -19.7% |
| All | +764.3% | +197.9% | +566.3% | +131.9% |
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