+53.4%
VT vs ENB
+53.6%
-0.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.7% | -3.6% |
| 7D | -4.2% | -2.4% | -1.8% | -3.3% |
| 30D | -5.8% | +3.4% | -9.2% | -7.0% |
| 3M | -5.2% | -6.1% | +0.9% | -3.1% |
| 6M | +0.1% | -10.0% | +10.2% | +3.7% |
| YTD | +8.2% | +4.7% | +3.6% | +4.5% |
| 1Y | +10.1% | +7.5% | +2.6% | +4.9% |
| 3Y | +69.7% | +69.1% | +0.5% | +27.3% |
| 5Y | +53.4% | +50.4% | +3.0% | +23.3% |
| All | +53.4% | +53.6% | -0.2% | +23.3% |
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