+4.9%
ENTG vs VSH
+54.3%
-49.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +8.8% | +2.5% | +4.6% |
| 7D | +7.9% | +12.8% | -4.8% | -1.7% |
| 30D | -3.6% | -9.0% | +5.5% | +3.0% |
| 3M | +2.7% | -12.2% | +14.9% | +11.7% |
| 6M | +3.6% | -15.9% | +19.5% | +9.6% |
| YTD | +83.6% | +103.2% | -19.6% | -9.6% |
| 1Y | +84.9% | +108.4% | -23.6% | -10.7% |
| 3Y | +63.2% | +41.6% | +21.7% | +3.7% |
| 5Y | +4.9% | +54.6% | -49.7% | -42.3% |
| All | +4.9% | +54.3% | -49.4% | -42.3% |
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