+2,545.5%
VRT vs ENB
+133.6%
+2,411.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.7% | -9.0% | -9.2% |
| 7D | +2.4% | -0.3% | +2.7% | +2.6% |
| 30D | -2.7% | -1.1% | -1.6% | -2.1% |
| 3M | -9.2% | -8.5% | -0.7% | -5.4% |
| 6M | -0.5% | -4.5% | +4.0% | +1.0% |
| YTD | +62.3% | +9.1% | +53.3% | +51.9% |
| 1Y | +109.6% | +8.0% | +101.6% | +96.5% |
| 3Y | +573.1% | +77.8% | +495.2% | +359.8% |
| 5Y | +953.6% | +69.4% | +884.3% | +647.6% |
| All | +2,545.5% | +133.6% | +2,411.9% | +1,380.1% |
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