+219.2%
VT vs ENB
+99.3%
+119.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.2% | -0.8% |
| 7D | -0.1% | -2.4% | +2.3% | +0.9% |
| 30D | -3.1% | +2.5% | -5.5% | -4.1% |
| 3M | -3.5% | -5.8% | +2.3% | -1.3% |
| 6M | +0.5% | -8.5% | +9.0% | +3.6% |
| YTD | +10.8% | +3.9% | +6.9% | +7.7% |
| 1Y | +11.9% | +3.7% | +8.2% | +8.8% |
| 3Y | +73.0% | +70.1% | +2.9% | +33.9% |
| 5Y | +58.6% | +53.2% | +5.4% | +27.8% |
| 10Y | +219.2% | +100.2% | +119.0% | +116.0% |
| All | +219.2% | +99.3% | +119.9% | +116.0% |
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