+233.4%
VEA vs ENPH
+417.7%
-184.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.8% | -7.2% | -0.9% |
| 7D | +1.9% | +9.3% | -7.4% | +1.2% |
| 30D | +0.8% | -7.3% | +8.0% | +1.2% |
| 3M | +5.7% | -31.7% | +37.4% | +8.2% |
| 6M | +13.3% | -3.5% | +16.8% | +12.5% |
| YTD | +18.4% | +21.2% | -2.8% | +14.9% |
| 1Y | +27.0% | +0.1% | +26.9% | +24.5% |
| 3Y | +79.3% | -67.7% | +147.0% | +84.3% |
| 5Y | +62.1% | -76.2% | +138.4% | +66.3% |
| 10Y | +160.3% | +2,057.2% | -1,897.0% | +95.8% |
| All | +233.4% | +417.7% | -184.3% | +152.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling