+1,390.1%
VGT vs ENPH
+417.7%
+972.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.8% | -6.9% | -0.8% |
| 7D | +1.8% | +9.3% | -7.4% | +0.9% |
| 30D | -0.3% | -7.3% | +6.9% | +0.3% |
| 3M | +3.4% | -31.7% | +35.1% | +7.0% |
| 6M | +35.0% | -3.5% | +38.5% | +33.8% |
| YTD | +28.8% | +21.2% | +7.6% | +23.7% |
| 1Y | +38.0% | +0.1% | +37.9% | +34.5% |
| 3Y | +125.8% | -67.7% | +193.5% | +135.4% |
| 5Y | +134.7% | -76.2% | +211.0% | +145.9% |
| 10Y | +792.6% | +2,057.2% | -1,264.6% | +550.8% |
| All | +1,390.1% | +417.7% | +972.4% | +996.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling