+222.7%
VT vs ENTG
+790.9%
-568.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | 0.0% | -0.5% |
| 7D | +2.9% | +22.8% | -19.9% | -2.3% |
| 30D | -2.5% | -4.9% | +2.4% | -2.3% |
| 3M | -3.3% | -4.8% | +1.5% | -3.7% |
| 6M | +1.5% | +5.6% | -4.1% | -3.9% |
| YTD | +11.4% | +82.4% | -71.0% | -10.2% |
| 1Y | +11.9% | +82.9% | -71.0% | -10.2% |
| 3Y | +73.9% | +62.1% | +11.7% | +35.2% |
| 5Y | +57.9% | +4.3% | +53.6% | +32.1% |
| All | +222.7% | +790.9% | -568.2% | +40.7% |
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