+75.7%
VEA vs ENB
+76.5%
-0.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | +0.3% | -0.3% | +0.6% | +0.4% |
| 30D | +0.4% | -1.1% | +1.5% | +0.7% |
| 3M | +4.8% | -8.5% | +13.3% | +7.4% |
| 6M | +11.3% | -4.5% | +15.8% | +12.1% |
| YTD | +17.4% | +9.1% | +8.3% | +12.2% |
| 1Y | +26.2% | +8.0% | +18.2% | +20.9% |
| All | +75.7% | +76.5% | -0.7% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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