+213.7%
VT vs ENTG
+737.3%
-523.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -0.4% |
| 7D | -2.3% | -17.1% | +14.8% | +1.9% |
| 30D | -5.0% | -23.0% | +18.0% | +0.4% |
| 3M | -4.9% | -10.2% | +5.3% | -3.9% |
| 6M | -1.5% | -17.8% | +16.2% | -0.7% |
| YTD | +8.5% | +52.4% | -43.9% | -8.5% |
| 1Y | +11.4% | +49.8% | -38.4% | -6.0% |
| 3Y | +70.1% | +42.1% | +27.9% | +36.5% |
| 5Y | +53.7% | -10.2% | +64.0% | +33.3% |
| All | +213.7% | +737.3% | -523.6% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 10y: compounded portfolio wealth divided by compounded ENTG 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…
10y analysis · Full analysis span regression · 6 months rolling