+601.8%
VEEV vs ENPH
+324.0%
+277.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.4% | +3.9% | -0.9% |
| 7D | -7.1% | +3.4% | -10.5% | -7.5% |
| 30D | +11.1% | -10.3% | +21.4% | +12.5% |
| 3M | +55.5% | -31.4% | +86.9% | +61.5% |
| 6M | +33.4% | -10.1% | +43.5% | +31.3% |
| YTD | +16.8% | +14.6% | +2.3% | +9.9% |
| 1Y | -7.7% | -3.2% | -4.5% | -11.8% |
| 3Y | +18.4% | -69.5% | +87.8% | +24.4% |
| 5Y | -14.8% | -77.2% | +62.4% | -9.5% |
| 10Y | +546.5% | +1,940.0% | -1,393.5% | +286.2% |
| All | +601.8% | +324.0% | +277.8% | +373.0% |
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