+50.0%
VG vs ENB
+5.2%
+44.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.5% | +2.6% | +2.5% |
| 7D | -22.0% | -5.2% | -16.8% | -17.8% |
| 30D | -11.6% | +2.2% | -13.8% | -13.2% |
| 3M | -14.9% | -8.1% | -6.8% | -7.7% |
| 6M | -3.5% | -11.2% | +7.6% | +9.6% |
| YTD | +70.0% | +2.0% | +68.0% | +55.7% |
| 1Y | +50.0% | +4.1% | +45.9% | +32.5% |
| All | +50.0% | +5.2% | +44.8% | +32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling