+73.0%
VEA vs ENB
+72.2%
+0.8%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | +2.3% | +3.1% | -0.9% | +1.5% |
| 30D | +0.2% | +2.1% | -1.9% | -0.3% |
| 3M | -5.3% | -4.4% | -0.9% | -4.3% |
| 6M | -0.9% | -10.1% | +9.1% | +1.6% |
| YTD | +12.2% | +5.2% | +7.0% | +8.4% |
| 1Y | +16.1% | +4.2% | +11.9% | +12.5% |
| 3Y | +73.0% | +70.1% | +2.9% | +35.9% |
| All | +73.0% | +72.2% | +0.8% | +35.9% |
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