+573.1%
VRT vs ENTG
+48.2%
+524.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.4% | -11.0% | -10.4% |
| 7D | +2.4% | +8.9% | -6.5% | -2.8% |
| 30D | -2.7% | -0.8% | -1.9% | -2.5% |
| 3M | -9.2% | +6.6% | -15.7% | -14.4% |
| 6M | -0.5% | +22.1% | -22.6% | -14.8% |
| YTD | +62.3% | +70.2% | -7.8% | +12.7% |
| 1Y | +109.6% | +76.7% | +32.9% | +38.6% |
| All | +573.1% | +48.2% | +524.9% | +411.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling