+629.3%
VST vs ENB
+53.3%
+576.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.5% |
| 7D | -6.0% | -2.4% | -3.6% | -4.8% |
| 30D | -18.8% | +2.5% | -21.3% | -20.0% |
| 3M | -8.0% | -5.8% | -2.2% | -5.3% |
| 6M | -10.9% | -8.5% | -2.4% | -7.2% |
| YTD | -18.3% | +3.9% | -22.2% | -21.6% |
| 1Y | -29.9% | +3.7% | -33.6% | -32.7% |
| 3Y | +290.3% | +70.1% | +220.2% | +172.7% |
| All | +629.3% | +53.3% | +576.0% | +467.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling