+302.2%
ENVA vs VT
+57.0%
+245.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +2.1% |
| 7D | -1.5% | +2.4% | -3.9% | -4.9% |
| 30D | -2.5% | -1.5% | -1.0% | -0.5% |
| 3M | -35.2% | -4.1% | -31.0% | -31.2% |
| 6M | +4.0% | +0.6% | +3.5% | +2.8% |
| YTD | +8.0% | +11.0% | -3.0% | -7.4% |
| 1Y | +33.0% | +13.3% | +19.6% | +10.6% |
| 3Y | +319.3% | +73.4% | +245.9% | +94.2% |
| All | +302.2% | +57.0% | +245.2% | +111.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling