+2,564.3%
VLO vs ENPH
+247.6%
+2,316.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +1.5% |
| 7D | +9.6% | -8.4% | +18.1% | +10.4% |
| 30D | -17.4% | -11.2% | -6.2% | -16.9% |
| 3M | +10.8% | -36.1% | +46.8% | +14.1% |
| 6M | +56.9% | -37.9% | +94.9% | +60.2% |
| YTD | +136.8% | -18.7% | +155.4% | +133.3% |
| 1Y | +120.7% | -9.8% | +130.5% | +115.4% |
| 3Y | +231.9% | -66.8% | +298.7% | +239.5% |
| 5Y | +479.0% | -89.6% | +568.7% | +532.1% |
| 10Y | +792.2% | +2,186.8% | -1,394.7% | +510.9% |
| All | +2,564.3% | +247.6% | +2,316.7% | +1,731.4% |
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