+20.1%
ENTG vs VO
+43.2%
-23.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.9% |
| 7D | +8.9% | +0.6% | +8.3% | +7.4% |
| 30D | -7.2% | -1.1% | -6.2% | -4.9% |
| 3M | +6.4% | +4.5% | +1.9% | -0.9% |
| 6M | +25.7% | +11.1% | +14.6% | +4.9% |
| YTD | +67.9% | +13.5% | +54.3% | +35.5% |
| 1Y | +72.4% | +14.5% | +57.9% | +39.0% |
| 3Y | +48.4% | +58.1% | -9.7% | -30.2% |
| 5Y | +20.1% | +43.3% | -23.2% | -29.5% |
| All | +20.1% | +43.2% | -23.1% | -29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling