+19.9%
VGT vs ENPH
+8.1%
+11.8%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.2% |
| 7D | -6.5% | +26.3% | -32.8% | -9.1% |
| 30D | -10.6% | -5.7% | -4.9% | -10.1% |
| 3M | -3.7% | -24.5% | +20.8% | -0.8% |
| 6M | +10.4% | -3.0% | +13.4% | +11.8% |
| YTD | +23.1% | -1.6% | +24.6% | +22.3% |
| 1Y | +19.9% | +8.8% | +11.1% | +16.3% |
| All | +19.9% | +8.1% | +11.8% | +16.3% |
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