+69.5%
VG vs ENPH
-14.3%
+83.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.4% | +3.1% | +5.7% |
| 7D | +5.5% | -10.3% | +15.8% | +4.7% |
| 30D | -3.6% | -10.1% | +6.6% | -3.6% |
| 3M | -4.0% | -33.1% | +29.1% | -5.5% |
| 6M | +9.4% | -24.8% | +34.2% | +8.5% |
| YTD | +86.6% | -11.7% | +98.3% | +73.9% |
| 1Y | +69.5% | -8.2% | +77.7% | +55.1% |
| All | +69.5% | -14.3% | +83.8% | +55.1% |
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