+59.9%
VT vs ENPH
-88.0%
+147.9%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.4% | -1.2% | +0.9% |
| 7D | -0.7% | -10.3% | +9.6% | +0.3% |
| 30D | -1.7% | -10.1% | +8.4% | -1.0% |
| 3M | -2.3% | -33.1% | +30.8% | +1.1% |
| 6M | +1.5% | -24.8% | +26.4% | +2.7% |
| YTD | +12.0% | -11.7% | +23.7% | +10.0% |
| 1Y | +12.9% | -8.2% | +21.1% | +10.2% |
| 3Y | +74.9% | -63.7% | +138.7% | +78.1% |
| 5Y | +59.9% | -88.7% | +148.6% | +83.2% |
| All | +59.9% | -88.0% | +147.9% | +83.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling