+223.0%
VT vs ENB
+116.8%
+106.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.3% |
| 7D | +0.4% | -0.2% | +0.7% | +0.5% |
| 30D | +1.0% | -2.2% | +3.2% | +1.8% |
| 3M | +2.4% | -10.5% | +12.9% | +6.8% |
| 6M | +12.0% | -5.1% | +17.1% | +13.8% |
| YTD | +15.3% | +9.0% | +6.4% | +10.2% |
| 1Y | +22.6% | +8.2% | +14.4% | +17.3% |
| 3Y | +74.7% | +67.8% | +6.9% | +36.4% |
| 5Y | +66.1% | +69.4% | -3.2% | +28.7% |
| All | +223.0% | +116.8% | +106.2% | +115.8% |
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