+1,205.2%
VST vs ENB
+99.8%
+1,105.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +6.7% |
| 7D | -0.5% | -3.7% | +3.1% | +1.4% |
| 30D | -17.1% | +1.7% | -18.8% | -17.9% |
| 3M | -4.6% | -6.3% | +1.7% | -1.6% |
| 6M | -9.1% | -9.2% | +0.1% | -5.0% |
| YTD | -16.6% | +3.1% | -19.7% | -19.0% |
| 1Y | -29.5% | +3.4% | -32.8% | -31.6% |
| 3Y | +297.5% | +68.9% | +228.6% | +194.2% |
| 5Y | +654.5% | +51.7% | +602.8% | +489.3% |
| 10Y | +1,205.2% | +98.3% | +1,106.9% | +745.7% |
| All | +1,205.2% | +99.8% | +1,105.4% | +745.7% |
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