+1,162.4%
VST vs ENTG
+753.2%
+409.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -1.0% | -1.7% |
| 7D | -6.0% | -9.3% | +3.3% | -3.3% |
| 30D | -18.8% | -16.4% | -2.4% | -14.7% |
| 3M | -8.0% | -3.8% | -4.2% | -7.4% |
| 6M | -10.9% | -6.9% | -4.0% | -11.6% |
| YTD | -18.3% | +65.0% | -83.3% | -31.7% |
| 1Y | -29.9% | +61.7% | -91.6% | -41.3% |
| 3Y | +290.3% | +46.6% | +243.7% | +230.3% |
| 5Y | +635.3% | -2.7% | +638.0% | +546.7% |
| 10Y | +1,162.4% | +743.3% | +419.1% | +554.2% |
| All | +1,162.4% | +753.2% | +409.1% | +554.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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