+221.8%
VT vs ENTG
+757.2%
-535.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.8% | +3.5% | +0.6% |
| 7D | +2.4% | +15.2% | -12.8% | -1.3% |
| 30D | -1.5% | -3.6% | +2.1% | -1.6% |
| 3M | -4.1% | -10.0% | +5.8% | -3.2% |
| 6M | +0.6% | +1.8% | -1.2% | -4.0% |
| YTD | +11.0% | +75.5% | -64.5% | -9.7% |
| 1Y | +13.3% | +82.4% | -69.1% | -9.1% |
| 3Y | +73.4% | +58.5% | +14.9% | +35.4% |
| 5Y | +57.4% | +0.4% | +57.1% | +32.9% |
| All | +221.8% | +757.2% | -535.4% | +41.5% |
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