+59.9%
VEA vs ENPH
-77.1%
+137.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.2% |
| 7D | -1.5% | -0.1% | -1.4% | -1.5% |
| 30D | -0.8% | -10.8% | +10.0% | +0.1% |
| 3M | +2.5% | -33.8% | +36.3% | +5.9% |
| 6M | +11.1% | -16.1% | +27.3% | +11.4% |
| YTD | +17.2% | +13.4% | +3.8% | +13.3% |
| 1Y | +24.5% | -2.6% | +27.1% | +21.6% |
| 3Y | +75.4% | -70.3% | +145.7% | +84.5% |
| All | +59.9% | -77.1% | +137.0% | +67.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling