+644.6%
VRT vs ENPH
-68.2%
+712.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.8% | -3.1% | +2.8% |
| 7D | +13.6% | +9.3% | +4.4% | +12.3% |
| 30D | +6.8% | -7.3% | +14.0% | +7.8% |
| 3M | -3.2% | -31.7% | +28.5% | +1.1% |
| 6M | +20.3% | -3.5% | +23.8% | +20.8% |
| YTD | +79.6% | +21.2% | +58.4% | +75.4% |
| 1Y | +139.0% | +0.1% | +138.9% | +136.0% |
| 3Y | +644.6% | -67.7% | +712.3% | +733.4% |
| All | +644.6% | -68.2% | +712.8% | +733.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling