+82.9%
ENTG vs VO
+13.5%
+69.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | +2.1% |
| 7D | +22.8% | +2.9% | +19.9% | +12.8% |
| 30D | -4.9% | +1.0% | -5.9% | -6.8% |
| 3M | -4.8% | -1.7% | -3.1% | +2.3% |
| 6M | +5.6% | +6.7% | -1.1% | -8.9% |
| YTD | +82.4% | +14.0% | +68.4% | +32.6% |
| 1Y | +82.9% | +13.7% | +69.2% | +34.7% |
| All | +82.9% | +13.5% | +69.4% | +34.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling