+803.5%
ENTG vs VT
+222.7%
+580.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | +0.5% |
| 7D | +22.8% | +2.9% | +19.9% | +16.9% |
| 30D | -4.9% | -2.5% | -2.4% | +1.1% |
| 3M | -4.8% | -3.3% | -1.5% | +3.1% |
| 6M | +5.6% | +1.5% | +4.1% | +7.8% |
| YTD | +82.4% | +11.4% | +71.0% | +60.5% |
| 1Y | +82.9% | +11.9% | +71.0% | +60.2% |
| 3Y | +62.1% | +73.9% | -11.7% | -26.9% |
| 5Y | +4.3% | +57.9% | -53.6% | -41.8% |
| All | +803.5% | +222.7% | +580.8% | +62.2% |
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