+73.6%
ENTG vs VSH
+108.3%
-34.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.3% | -2.7% | -3.1% |
| 7D | +5.1% | +2.8% | +2.4% | +3.3% |
| 30D | -8.5% | -6.0% | -2.5% | -4.5% |
| 3M | +6.7% | -42.6% | +49.4% | +54.4% |
| 6M | +17.7% | +82.1% | -64.4% | -31.1% |
| YTD | +63.5% | +117.5% | -54.1% | -20.1% |
| 1Y | +73.6% | +109.0% | -35.4% | -13.0% |
| All | +73.6% | +108.3% | -34.7% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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