+50.0%
VG vs ENPH
-12.0%
+62.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | 0.0% |
| 7D | -22.0% | +11.0% | -33.0% | -21.5% |
| 30D | -11.6% | -15.0% | +3.4% | -11.8% |
| 3M | -14.9% | -28.2% | +13.4% | -15.5% |
| 6M | -3.5% | -20.5% | +16.9% | -4.8% |
| YTD | +70.0% | -11.2% | +81.1% | +51.4% |
| 1Y | +50.0% | -8.7% | +58.7% | +29.8% |
| All | +50.0% | -12.0% | +62.0% | +29.8% |
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