+647.0%
VRT vs ENTG
-3.9%
+650.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +9.4% | +0.2% | +3.8% |
| 7D | -10.6% | -7.6% | -3.0% | -5.4% |
| 30D | -17.4% | -15.5% | -2.0% | -7.8% |
| 3M | -26.4% | -7.8% | -18.5% | -22.4% |
| 6M | -41.0% | -5.9% | -35.1% | -40.0% |
| YTD | +23.8% | +66.7% | -42.9% | -12.3% |
| 1Y | +11.6% | +62.1% | -50.5% | -20.0% |
| 3Y | +403.5% | +56.3% | +347.2% | +252.6% |
| 5Y | +647.0% | -3.8% | +650.9% | +556.2% |
| All | +647.0% | -3.9% | +650.9% | +556.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling