+193.8%
VLO vs ENPH
-70.0%
+263.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.4% | +7.0% | +1.9% |
| 7D | +6.2% | +3.4% | +2.9% | +6.0% |
| 30D | +23.5% | -10.3% | +33.8% | +24.1% |
| 3M | +53.9% | -31.4% | +85.2% | +56.4% |
| 6M | +81.7% | -10.1% | +91.8% | +79.9% |
| YTD | +142.5% | +14.6% | +127.9% | +133.5% |
| 1Y | +145.4% | -3.2% | +148.7% | +138.7% |
| All | +193.8% | -70.0% | +263.8% | +198.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling