+75.8%
VT vs ENPH
-71.4%
+147.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +1.4% |
| 3M | +2.4% | -46.8% | +49.2% | +6.5% |
| 6M | +12.0% | -14.7% | +26.7% | +12.1% |
| YTD | +15.3% | +13.5% | +1.9% | +12.5% |
| 1Y | +22.6% | -0.4% | +23.0% | +20.2% |
| All | +75.8% | -71.4% | +147.2% | +84.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling