+2,723.0%
VRT vs ENPH
+557.7%
+2,165.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.3% |
| 7D | +9.1% | -2.4% | +11.5% | +9.6% |
| 30D | +0.9% | -6.6% | +7.6% | +2.0% |
| 3M | -13.4% | -46.8% | +33.4% | -3.8% |
| 6M | +11.7% | -14.7% | +26.4% | +13.4% |
| YTD | +73.2% | +13.5% | +59.8% | +64.7% |
| 1Y | +123.4% | -0.4% | +123.8% | +115.9% |
| 3Y | +606.2% | -71.7% | +677.9% | +683.1% |
| 5Y | +899.9% | -79.1% | +979.0% | +1,024.1% |
| All | +2,723.0% | +557.7% | +2,165.4% | +2,255.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling