-50.0%
ENTX vs VT
+147.0%
-197.0%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.8% | +4.9% |
| 7D | -1.9% | -2.3% | +0.4% | -0.4% |
| 30D | +25.1% | -5.0% | +30.1% | +29.3% |
| 3M | +11.3% | -4.9% | +16.2% | +15.0% |
| 6M | +151.2% | -1.5% | +152.7% | +153.0% |
| YTD | +61.9% | +8.5% | +53.4% | +54.2% |
| 1Y | +1.0% | +11.4% | -10.4% | -5.4% |
| 3Y | +406.5% | +70.1% | +336.4% | +268.0% |
| 5Y | -23.4% | +53.7% | -77.1% | -40.7% |
| All | -50.0% | +147.0% | -197.0% | -67.6% |
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