+53.4%
VT vs ENPH
-88.2%
+141.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +2.0% | +0.4% |
| 7D | -2.3% | +11.0% | -13.3% | -3.4% |
| 30D | -5.0% | -15.0% | +10.1% | -3.7% |
| 3M | -4.9% | -28.2% | +23.4% | -2.2% |
| 6M | -1.5% | -20.5% | +18.9% | -0.9% |
| YTD | +8.5% | -11.2% | +19.7% | +6.4% |
| 1Y | +11.4% | -8.7% | +20.0% | +8.8% |
| 3Y | +70.1% | -63.6% | +133.7% | +73.1% |
| All | +53.4% | -88.2% | +141.6% | +72.5% |
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 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