+14.1%
VNQ vs ENPH
+8.1%
+5.9%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.7% | -0.5% | +3.1% |
| 7D | +6.8% | +26.3% | -19.5% | +6.5% |
| 30D | +10.0% | -5.7% | +15.6% | +9.9% |
| 3M | 0.0% | -24.5% | +24.4% | 0.0% |
| 6M | +4.5% | -3.0% | +7.5% | +3.3% |
| YTD | +13.9% | -1.6% | +15.5% | +12.3% |
| 1Y | +14.1% | +8.8% | +5.3% | +11.9% |
| All | +14.1% | +8.1% | +5.9% | +11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling