+2,723.0%
VRT vs ENTG
+311.8%
+2,411.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +6.2% | -1.8% | +1.2% |
| 7D | +9.1% | +2.8% | +6.3% | +7.5% |
| 30D | +0.9% | -4.7% | +5.6% | +3.0% |
| 3M | -13.4% | -0.7% | -12.6% | -14.4% |
| 6M | +11.7% | +7.7% | +4.0% | +5.2% |
| YTD | +73.2% | +65.1% | +8.2% | +31.1% |
| 1Y | +123.4% | +74.8% | +48.6% | +61.5% |
| 3Y | +606.2% | +36.9% | +569.3% | +468.8% |
| 5Y | +899.9% | +16.1% | +883.8% | +729.3% |
| All | +2,723.0% | +311.8% | +2,411.3% | +1,633.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling