-50.2%
VG vs ENB
+14.7%
-65.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.3% | +1.4% |
| 7D | -8.3% | -3.7% | -4.7% | -5.2% |
| 30D | -10.3% | +1.7% | -12.1% | -11.5% |
| 3M | -10.8% | -6.3% | -4.5% | -5.5% |
| 6M | +3.5% | -9.2% | +12.7% | +13.6% |
| YTD | +74.0% | +3.1% | +70.8% | +68.2% |
| 1Y | +48.9% | +3.4% | +45.5% | +43.7% |
| All | -50.2% | +14.7% | -65.0% | -62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling