-46.6%
VG vs ENB
+16.0%
-62.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.2% |
| 7D | +5.5% | -1.8% | +7.3% | +7.2% |
| 30D | -3.6% | +2.0% | -5.6% | -5.1% |
| 3M | -4.0% | -5.8% | +1.8% | +1.2% |
| 6M | +9.4% | -9.7% | +19.1% | +20.5% |
| YTD | +86.6% | +4.2% | +82.4% | +78.7% |
| 1Y | +69.5% | +3.2% | +66.3% | +63.8% |
| All | -46.6% | +16.0% | -62.6% | -59.6% |
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