+1,164.9%
VST vs ENB
+109.5%
+1,055.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.4% |
| 7D | +6.6% | +3.1% | +3.5% | +4.9% |
| 30D | -12.4% | +2.1% | -14.5% | -13.5% |
| 3M | -9.0% | -4.4% | -4.6% | -7.2% |
| 6M | -6.4% | -10.1% | +3.6% | -1.7% |
| YTD | -17.2% | +5.2% | -22.4% | -20.4% |
| 1Y | -22.0% | +4.2% | -26.3% | -24.7% |
| 3Y | +296.7% | +70.1% | +226.6% | +192.1% |
| 5Y | +637.6% | +59.4% | +578.2% | +460.7% |
| All | +1,164.9% | +109.5% | +1,055.4% | +729.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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