+2,267.4%
VGT vs ENB
+1,298.4%
+969.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.7% |
| 7D | +1.0% | -0.2% | +1.2% | +1.1% |
| 30D | +1.3% | -2.2% | +3.5% | +2.2% |
| 3M | -1.1% | -10.5% | +9.4% | +3.1% |
| 6M | +32.6% | -5.1% | +37.7% | +34.6% |
| YTD | +29.0% | +9.0% | +20.0% | +23.1% |
| 1Y | +39.7% | +8.2% | +31.5% | +33.4% |
| 3Y | +120.9% | +67.8% | +53.2% | +72.4% |
| 5Y | +133.6% | +69.4% | +64.2% | +80.7% |
| 10Y | +792.6% | +117.5% | +675.0% | +490.7% |
| All | +2,267.4% | +1,298.4% | +969.0% | +666.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling