+70.1%
VT vs ENB
+63.8%
+6.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.8% | +0.7% |
| 7D | -2.3% | -5.2% | +2.9% | -1.4% |
| 30D | -5.0% | +2.2% | -7.1% | -5.3% |
| 3M | -4.9% | -8.1% | +3.2% | -3.4% |
| 6M | -1.5% | -11.2% | +9.6% | +0.3% |
| YTD | +8.5% | +2.0% | +6.5% | +6.1% |
| 1Y | +11.4% | +4.1% | +7.3% | +8.2% |
| 3Y | +70.1% | +64.7% | +5.3% | +41.8% |
| All | +70.1% | +63.8% | +6.3% | +41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling