+331.4%
VT vs ENPH
+286.3%
+45.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -8.2% | +4.1% | -3.5% |
| 7D | -4.2% | +12.0% | -16.2% | -5.0% |
| 30D | -5.8% | -14.6% | +8.8% | -4.9% |
| 3M | -5.2% | -25.6% | +20.4% | -3.5% |
| 6M | +0.1% | -19.6% | +19.7% | +0.6% |
| YTD | +8.2% | -9.6% | +17.8% | +6.8% |
| 1Y | +10.1% | -10.0% | +20.2% | +8.6% |
| 3Y | +69.7% | -64.2% | +133.8% | +73.2% |
| 5Y | +53.4% | -87.8% | +141.2% | +65.1% |
| 10Y | +219.2% | +2,376.1% | -2,156.8% | +140.1% |
| All | +331.4% | +286.3% | +45.2% | +233.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling