-73.5%
ENVX vs VT
+95.6%
-169.1%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.4% |
| 7D | -1.2% | +0.4% | -1.6% | -2.4% |
| 30D | -22.6% | +1.0% | -23.6% | -24.0% |
| 3M | -60.3% | +2.4% | -62.7% | -61.2% |
| 6M | -35.0% | +12.0% | -47.0% | -49.1% |
| YTD | -54.6% | +15.3% | -69.9% | -66.4% |
| 1Y | -63.2% | +22.6% | -85.8% | -76.2% |
| 3Y | -76.5% | +74.7% | -151.1% | -92.7% |
| 5Y | -81.1% | +66.1% | -147.2% | -92.5% |
| All | -73.5% | +95.6% | -169.1% | -92.4% |
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