+213.7%
VT vs ENPH
+2,272.5%
-2,058.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +2.0% | +0.4% |
| 7D | -2.3% | +11.0% | -13.3% | -3.2% |
| 30D | -5.0% | -15.0% | +10.1% | -3.9% |
| 3M | -4.9% | -28.2% | +23.4% | -2.6% |
| 6M | -1.5% | -20.5% | +18.9% | -1.0% |
| YTD | +8.5% | -11.2% | +19.7% | +6.9% |
| 1Y | +11.4% | -8.7% | +20.0% | +9.4% |
| 3Y | +70.1% | -63.6% | +133.7% | +73.7% |
| 5Y | +53.7% | -88.0% | +141.8% | +67.6% |
| All | +213.7% | +2,272.5% | -2,058.8% | +159.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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