-13.8%
VEEV vs ENPH
-77.4%
+63.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | -8.2% | +1.5% | -9.7% | -8.5% |
| 30D | +10.3% | -12.9% | +23.2% | +12.3% |
| 3M | +59.4% | -27.1% | +86.5% | +64.9% |
| 6M | +37.6% | -15.4% | +53.0% | +35.8% |
| YTD | +16.9% | +15.0% | +1.9% | +7.3% |
| 1Y | -5.0% | -0.7% | -4.3% | -11.2% |
| 3Y | +18.5% | -69.3% | +87.8% | +27.6% |
| 5Y | -13.8% | -76.7% | +62.9% | -6.7% |
| All | -13.8% | -77.4% | +63.6% | -6.7% |
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