+2,010.2%
VRT vs ENB
+124.1%
+1,886.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.3% |
| 7D | +18.6% | 0.0% | +18.6% | +18.6% |
| 30D | -11.7% | +1.4% | -13.0% | -12.3% |
| 3M | -27.3% | -5.2% | -22.1% | -25.1% |
| 6M | -42.9% | -9.9% | -32.9% | -40.1% |
| YTD | +29.5% | +4.7% | +24.8% | +23.9% |
| 1Y | +21.0% | +2.8% | +18.3% | +17.0% |
| 3Y | +403.1% | +71.3% | +331.8% | +251.3% |
| 5Y | +688.8% | +58.6% | +630.2% | +481.5% |
| All | +2,010.2% | +124.1% | +1,886.1% | +1,107.6% |
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