+51.8%
VG vs ENPH
+8.1%
+43.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +3.7% | -11.4% | -7.5% |
| 7D | -16.4% | +26.3% | -42.6% | -15.1% |
| 30D | -10.8% | -5.7% | -5.1% | -10.4% |
| 3M | -6.3% | -24.5% | +18.2% | -6.7% |
| 6M | -12.5% | -3.0% | -9.5% | -13.1% |
| YTD | +76.9% | -1.6% | +78.5% | +64.0% |
| 1Y | +51.8% | +8.8% | +43.0% | +34.1% |
| All | +51.8% | +8.1% | +43.7% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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