+51.5%
ENTG vs VSH
+35.1%
+16.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +0.9% |
| 7D | +8.9% | +3.5% | +5.4% | +6.3% |
| 30D | -0.8% | -4.4% | +3.6% | +2.4% |
| 3M | +6.6% | -45.8% | +52.4% | +63.1% |
| 6M | +22.1% | +90.1% | -68.1% | -30.2% |
| YTD | +70.2% | +120.3% | -50.2% | -13.6% |
| 1Y | +76.7% | +112.2% | -35.5% | -7.5% |
| All | +51.5% | +35.1% | +16.3% | +11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling