+48.4%
ENTG vs VO
+57.7%
-9.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +3.1% |
| 7D | +8.9% | +0.6% | +8.3% | +7.2% |
| 30D | -7.2% | -1.1% | -6.2% | -4.5% |
| 3M | +6.4% | +4.5% | +1.9% | -2.2% |
| 6M | +25.7% | +11.1% | +14.6% | +1.9% |
| YTD | +67.9% | +13.5% | +54.3% | +30.8% |
| 1Y | +72.4% | +14.5% | +57.9% | +34.0% |
| 3Y | +48.4% | +58.1% | -9.7% | -33.7% |
| All | +48.4% | +57.7% | -9.3% | -33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling