+223.0%
VT vs ENPH
+1,909.4%
-1,686.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +0.4% | -2.4% | +2.8% | +0.6% |
| 30D | +1.0% | -6.6% | +7.6% | +1.5% |
| 3M | +2.4% | -46.8% | +49.2% | +7.2% |
| 6M | +12.0% | -14.7% | +26.7% | +12.1% |
| YTD | +15.3% | +13.5% | +1.9% | +11.8% |
| 1Y | +22.6% | -0.4% | +23.0% | +19.7% |
| 3Y | +74.7% | -71.7% | +146.4% | +82.5% |
| 5Y | +66.1% | -79.1% | +145.2% | +73.3% |
| All | +223.0% | +1,909.4% | -1,686.4% | +168.8% |
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