+632.2%
VRT vs ENPH
-87.9%
+720.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.0% | +1.8% | -2.2% |
| 7D | -17.7% | -9.1% | -8.6% | -16.1% |
| 30D | -20.0% | -15.8% | -4.2% | -18.0% |
| 3M | -28.1% | -32.5% | +4.4% | -23.1% |
| 6M | -42.8% | -24.2% | -18.7% | -40.7% |
| YTD | +20.0% | -13.8% | +33.7% | +18.7% |
| 1Y | +3.5% | -15.8% | +19.3% | +2.9% |
| 3Y | +366.1% | -64.6% | +430.7% | +383.4% |
| 5Y | +632.2% | -88.1% | +720.2% | +805.7% |
| All | +632.2% | -87.9% | +720.1% | +805.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling