+721.8%
ENTG vs VT
+215.5%
+506.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.2% |
| 7D | -17.1% | -2.3% | -14.8% | -13.1% |
| 30D | -23.0% | -5.0% | -18.0% | -14.5% |
| 3M | -10.2% | -4.9% | -5.3% | -0.1% |
| 6M | -17.8% | -1.5% | -16.2% | -11.4% |
| YTD | +52.4% | +8.5% | +43.9% | +40.2% |
| 1Y | +49.8% | +11.4% | +38.4% | +32.0% |
| 3Y | +42.1% | +70.1% | -27.9% | -33.3% |
| 5Y | -10.2% | +53.7% | -64.0% | -47.6% |
| All | +721.8% | +215.5% | +506.3% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling