+2,046.9%
ENTG vs VT
+374.2%
+1,672.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | +2.8% | +0.4% | +2.4% | +2.1% |
| 30D | -4.7% | +1.0% | -5.7% | -5.9% |
| 3M | -0.7% | +2.4% | -3.1% | -1.7% |
| 6M | +7.7% | +12.0% | -4.3% | -6.8% |
| YTD | +65.1% | +15.3% | +49.7% | +37.2% |
| 1Y | +74.8% | +22.6% | +52.2% | +33.7% |
| 3Y | +36.9% | +74.7% | -37.8% | -35.5% |
| 5Y | +16.1% | +66.1% | -50.0% | -36.2% |
| 10Y | +740.3% | +225.0% | +515.3% | +77.0% |
| All | +2,046.9% | +374.2% | +1,672.7% | +124.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling