+135.1%
VGT vs ENTG
+15.6%
+119.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | +0.3% |
| 7D | -1.0% | +5.1% | -6.2% | -2.9% |
| 30D | -0.4% | -8.5% | +8.1% | +2.2% |
| 3M | +6.6% | +6.7% | -0.1% | +1.1% |
| 6M | +31.0% | +17.7% | +13.3% | +18.5% |
| YTD | +27.2% | +63.5% | -36.2% | +0.5% |
| 1Y | +34.5% | +73.6% | -39.1% | +2.1% |
| 3Y | +123.1% | +44.6% | +78.6% | +70.7% |
| 5Y | +135.1% | +16.1% | +119.0% | +88.6% |
| All | +135.1% | +15.6% | +119.5% | +88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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