+30.6%
VCIT vs ENPH
+2,696.2%
-2,665.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.1% | 0.0% |
| 7D | +0.7% | +4.1% | -3.4% | +0.7% |
| 30D | +1.8% | -11.4% | +13.2% | +1.9% |
| 3M | -1.6% | -30.5% | +29.0% | -1.1% |
| 6M | -2.1% | -20.2% | +18.1% | -2.0% |
| YTD | -1.6% | -9.3% | +7.7% | -1.9% |
| 1Y | -0.8% | -3.8% | +3.0% | -1.2% |
| 3Y | +19.9% | -61.5% | +81.5% | +20.3% |
| 5Y | +3.3% | -87.9% | +91.2% | +4.8% |
| 10Y | +30.6% | +2,519.8% | -2,489.2% | +27.6% |
| All | +30.6% | +2,696.2% | -2,665.5% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 10y: compounded portfolio wealth divided by compounded ENPH 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…
10y analysis · Full analysis span regression · 6 months rolling