+614.6%
VLO vs ENTG
+21.6%
+593.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.4% |
| 7D | +6.2% | +8.9% | -2.7% | +5.0% |
| 30D | +23.5% | -0.8% | +24.3% | +23.4% |
| 3M | +53.9% | +6.6% | +47.3% | +49.4% |
| 6M | +81.7% | +22.1% | +59.6% | +69.7% |
| YTD | +142.5% | +70.2% | +72.3% | +110.2% |
| 1Y | +145.4% | +76.7% | +68.7% | +109.0% |
| 3Y | +197.3% | +50.5% | +146.9% | +150.2% |
| 5Y | +614.6% | +21.8% | +592.8% | +521.1% |
| All | +614.6% | +21.6% | +593.0% | +521.1% |
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