+314.1%
VOO vs ENB
+94.4%
+219.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.8% | +3.2% | +1.0% |
| 7D | -2.0% | -4.6% | +2.6% | -0.1% |
| 30D | -1.7% | -5.2% | +3.5% | +0.4% |
| 3M | +4.7% | -13.4% | +18.1% | +10.7% |
| 6M | +12.6% | -7.8% | +20.4% | +15.6% |
| YTD | +11.8% | +4.9% | +6.9% | +8.4% |
| 1Y | +17.5% | +3.2% | +14.3% | +14.6% |
| 3Y | +77.0% | +71.0% | +6.0% | +36.9% |
| 5Y | +82.6% | +64.0% | +18.6% | +43.1% |
| All | +314.1% | +94.4% | +219.6% | +182.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 10y: compounded portfolio wealth divided by compounded ENB 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…
10y analysis · Full analysis span regression · 6 months rolling