+20.1%
ENTG vs VSH
+65.5%
-45.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.5% |
| 7D | +8.9% | +6.2% | +2.7% | +4.0% |
| 30D | -7.2% | -11.1% | +3.9% | +1.5% |
| 3M | +6.4% | -44.9% | +51.3% | +65.9% |
| 6M | +25.7% | +90.0% | -64.3% | -32.0% |
| YTD | +67.9% | +118.8% | -50.9% | -19.9% |
| 1Y | +72.4% | +109.0% | -36.6% | -14.5% |
| 3Y | +48.4% | +35.6% | +12.8% | +1.9% |
| 5Y | +20.1% | +66.7% | -46.6% | -34.7% |
| All | +20.1% | +65.5% | -45.5% | -34.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling