-78.0%
ENVX vs VT
+84.0%
-162.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +0.2% | +14.8% | +14.4% |
| 7D | -12.4% | -2.3% | -10.1% | -6.3% |
| 30D | +8.2% | -5.0% | +13.2% | +25.4% |
| 3M | -35.2% | -4.9% | -30.3% | -24.5% |
| 6M | -58.7% | -1.5% | -57.2% | -54.3% |
| YTD | -62.2% | +8.5% | -70.7% | -66.8% |
| 1Y | -69.4% | +11.4% | -80.8% | -74.7% |
| 3Y | -72.9% | +70.1% | -143.0% | -90.9% |
| 5Y | -90.7% | +53.7% | -144.4% | -95.5% |
| All | -78.0% | +84.0% | -162.0% | -92.5% |
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