+953.6%
VRT vs ENPH
-77.5%
+1,031.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -5.4% | -4.2% | -8.5% |
| 7D | +2.4% | +3.4% | -1.0% | +1.9% |
| 30D | -2.7% | -10.3% | +7.6% | -0.6% |
| 3M | -9.2% | -31.4% | +22.2% | -2.6% |
| 6M | -0.5% | -10.1% | +9.6% | +0.3% |
| YTD | +62.3% | +14.6% | +47.8% | +53.7% |
| 1Y | +109.6% | -3.2% | +112.8% | +103.5% |
| 3Y | +573.1% | -69.5% | +642.5% | +651.2% |
| 5Y | +953.6% | -77.2% | +1,030.9% | +1,060.7% |
| All | +953.6% | -77.5% | +1,031.2% | +1,060.7% |
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