+1,121.2%
VST vs ENB
+101.8%
+1,019.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.4% |
| 7D | -6.0% | -2.4% | -3.6% | -4.9% |
| 30D | -18.8% | +2.5% | -21.3% | -19.9% |
| 3M | -8.0% | -5.8% | -2.2% | -5.5% |
| 6M | -10.9% | -8.5% | -2.4% | -7.3% |
| YTD | -18.3% | +3.9% | -22.2% | -21.0% |
| 1Y | -29.9% | +3.7% | -33.6% | -32.2% |
| 3Y | +290.3% | +70.1% | +220.2% | +187.3% |
| 5Y | +635.3% | +53.2% | +582.1% | +470.4% |
| All | +1,121.2% | +101.8% | +1,019.3% | +690.5% |
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