+1,024.4%
VRT vs ENTG
+18.8%
+1,005.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +2.7% |
| 7D | +13.6% | +8.9% | +4.7% | +7.9% |
| 30D | +6.8% | -7.2% | +14.0% | +11.3% |
| 3M | -3.2% | +6.4% | -9.6% | -8.7% |
| 6M | +20.3% | +25.7% | -5.3% | +1.7% |
| YTD | +79.6% | +67.9% | +11.7% | +26.2% |
| 1Y | +139.0% | +72.4% | +66.6% | +61.4% |
| 3Y | +644.6% | +48.4% | +596.2% | +435.6% |
| 5Y | +1,024.4% | +20.1% | +1,004.3% | +792.9% |
| All | +1,024.4% | +18.8% | +1,005.6% | +792.9% |
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