+49.8%
ENTG vs VT
+10.5%
+39.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +1.9% |
| 7D | -17.1% | -2.3% | -14.8% | -10.8% |
| 30D | -23.0% | -5.0% | -18.0% | -8.9% |
| 3M | -10.2% | -4.9% | -5.3% | +6.4% |
| 6M | -17.8% | -1.5% | -16.2% | -8.6% |
| YTD | +52.4% | +8.5% | +43.9% | +35.4% |
| 1Y | +49.8% | +11.4% | +38.4% | +24.7% |
| All | +49.8% | +10.5% | +39.3% | +24.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling