+123.4%
VRT vs ENPH
-1.9%
+125.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.3% |
| 7D | +9.1% | -2.4% | +11.5% | +9.7% |
| 30D | +0.9% | -6.6% | +7.6% | +2.3% |
| 3M | -13.4% | -46.8% | +33.4% | -3.1% |
| 6M | +11.7% | -14.7% | +26.4% | +14.9% |
| YTD | +73.2% | +13.5% | +59.8% | +66.0% |
| 1Y | +123.4% | -0.4% | +123.8% | +113.8% |
| All | +123.4% | -1.9% | +125.3% | +113.8% |
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