-44.6%
VG vs ENPH
-59.5%
+14.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.7% | -0.9% |
| 7D | +14.0% | -8.4% | +22.4% | +14.1% |
| 30D | -1.0% | -11.2% | +10.2% | -0.8% |
| 3M | -2.7% | -36.1% | +33.4% | -1.5% |
| 6M | +1.5% | -37.9% | +39.4% | +1.3% |
| YTD | +93.7% | -18.7% | +112.4% | +83.5% |
| 1Y | +68.5% | -9.8% | +78.4% | +57.0% |
| All | -44.6% | -59.5% | +14.9% | -46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling