+19.8%
VCIT vs ENPH
-63.3%
+83.1%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | 0.0% |
| 7D | -0.5% | -10.3% | +9.8% | -0.3% |
| 30D | +1.5% | -10.1% | +11.6% | +1.6% |
| 3M | -1.0% | -33.1% | +32.1% | -0.4% |
| 6M | -1.7% | -24.8% | +23.2% | -1.5% |
| YTD | -1.4% | -11.7% | +10.3% | -1.8% |
| 1Y | -0.9% | -8.2% | +7.3% | -1.5% |
| All | +19.8% | -63.3% | +83.1% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling