-49.4%
VG vs ENB
+15.6%
-65.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.0% |
| 7D | -7.7% | -2.4% | -5.3% | -5.6% |
| 30D | -8.8% | +2.5% | -11.3% | -10.6% |
| 3M | -15.6% | -5.8% | -9.8% | -11.1% |
| 6M | +5.2% | -8.5% | +13.7% | +14.7% |
| YTD | +76.9% | +3.9% | +73.0% | +69.9% |
| 1Y | +42.5% | +3.7% | +38.8% | +37.1% |
| All | -49.4% | +15.6% | -65.0% | -61.6% |
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