+11.4%
VT vs ENPH
-12.0%
+23.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +2.0% | +0.4% |
| 7D | -2.3% | +11.0% | -13.3% | -3.0% |
| 30D | -5.0% | -15.0% | +10.1% | -4.0% |
| 3M | -4.9% | -28.2% | +23.4% | -2.9% |
| 6M | -1.5% | -20.5% | +18.9% | -0.2% |
| YTD | +8.5% | -11.2% | +19.7% | +7.7% |
| 1Y | +11.4% | -8.7% | +20.0% | +9.8% |
| All | +11.4% | -12.0% | +23.4% | +9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling