+1,037.4%
ENTG vs VO
+827.2%
+210.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.4% | +6.5% |
| 7D | +2.8% | -0.3% | +3.1% | +3.3% |
| 30D | -4.7% | -0.3% | -4.3% | -3.8% |
| 3M | -0.7% | +2.9% | -3.7% | -3.4% |
| 6M | +7.7% | +9.3% | -1.6% | -3.8% |
| YTD | +65.1% | +14.2% | +50.9% | +38.5% |
| 1Y | +74.8% | +15.3% | +59.5% | +46.5% |
| 3Y | +36.9% | +56.2% | -19.3% | -24.0% |
| 5Y | +16.1% | +42.4% | -26.3% | -20.1% |
| 10Y | +740.3% | +194.7% | +545.6% | +91.0% |
| All | +1,037.4% | +827.2% | +210.1% | -60.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling