+1,855.0%
VRT vs ENTG
+311.5%
+1,543.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.1% | -2.5% |
| 7D | -17.7% | -9.3% | -8.4% | -12.7% |
| 30D | -20.0% | -16.4% | -3.6% | -11.4% |
| 3M | -28.1% | -3.8% | -24.2% | -26.1% |
| 6M | -42.8% | -6.9% | -35.9% | -41.2% |
| YTD | +20.0% | +65.0% | -45.0% | -8.4% |
| 1Y | +3.5% | +61.7% | -58.2% | -20.5% |
| 3Y | +366.1% | +46.6% | +319.5% | +267.4% |
| 5Y | +632.2% | -2.7% | +634.9% | +546.1% |
| All | +1,855.0% | +311.5% | +1,543.4% | +1,111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 10y: compounded portfolio wealth divided by compounded ENTG 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…
10y analysis · Full analysis span regression · 6 months rolling