+595.4%
ENVA vs VT
+66.2%
+529.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.9% | +0.4% | -1.4% | -1.5% |
| 30D | -12.3% | +1.0% | -13.3% | -13.5% |
| 3M | +37.4% | +2.4% | +35.0% | +32.4% |
| 6M | +59.1% | +12.0% | +47.1% | +34.9% |
| YTD | +46.7% | +15.3% | +31.3% | +19.1% |
| 1Y | +86.9% | +22.6% | +64.3% | +38.8% |
| 3Y | +352.3% | +74.7% | +277.6% | +107.1% |
| All | +595.4% | +66.2% | +529.2% | +248.2% |
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 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