-44.1%
VG vs ENB
+16.5%
-60.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.4% | +4.3% | +4.4% |
| 7D | +15.1% | 0.0% | +15.1% | +15.1% |
| 30D | -4.2% | +1.4% | -5.6% | -5.2% |
| 3M | -3.1% | -5.2% | +2.1% | +1.6% |
| 6M | +0.3% | -9.9% | +10.3% | +10.7% |
| YTD | +95.5% | +4.7% | +90.8% | +86.5% |
| 1Y | +64.4% | +2.8% | +61.7% | +59.3% |
| All | -44.1% | +16.5% | -60.5% | -57.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling