+79.4%
VOO vs ENB
+70.6%
+8.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | -0.9% | -1.8% | +0.9% | -0.7% |
| 30D | -2.3% | +2.0% | -4.4% | -2.6% |
| 3M | -1.2% | -5.8% | +4.7% | -0.3% |
| 6M | +3.3% | -9.7% | +13.0% | +4.6% |
| YTD | +12.3% | +4.2% | +8.1% | +9.9% |
| 1Y | +12.5% | +3.2% | +9.3% | +10.3% |
| All | +79.4% | +70.6% | +8.8% | +55.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling