+1,164.9%
VST vs ENB
+106.5%
+1,058.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.6% |
| 7D | +6.6% | +1.7% | +4.9% | +5.7% |
| 30D | -12.4% | +0.7% | -13.0% | -12.8% |
| 3M | -9.0% | -5.8% | -3.2% | -6.5% |
| 6M | -6.4% | -11.3% | +4.9% | -1.0% |
| YTD | -17.2% | +3.7% | -20.9% | -19.8% |
| 1Y | -22.0% | +2.8% | -24.8% | -24.2% |
| 3Y | +296.7% | +67.7% | +229.0% | +194.3% |
| 5Y | +637.6% | +57.1% | +580.4% | +465.0% |
| All | +1,164.9% | +106.5% | +1,058.4% | +735.8% |
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