+348.0%
VT vs ENB
+407.0%
-59.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.7% | -3.4% |
| 7D | -4.2% | -2.4% | -1.8% | -3.0% |
| 30D | -5.8% | +3.4% | -9.2% | -7.4% |
| 3M | -5.2% | -6.1% | +0.9% | -2.5% |
| 6M | +0.1% | -10.0% | +10.2% | +4.7% |
| YTD | +8.2% | +4.7% | +3.6% | +4.4% |
| 1Y | +10.1% | +7.5% | +2.6% | +4.7% |
| 3Y | +69.7% | +69.1% | +0.5% | +26.6% |
| 5Y | +53.4% | +50.4% | +3.0% | +20.3% |
| 10Y | +219.2% | +108.0% | +111.3% | +98.2% |
| All | +348.0% | +407.0% | -59.0% | +7.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling