+219.2%
VT vs ENTG
+753.2%
-534.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.2% |
| 7D | -0.1% | -9.3% | +9.1% | +1.9% |
| 30D | -3.1% | -16.4% | +13.3% | +0.4% |
| 3M | -3.5% | -3.8% | +0.3% | -4.1% |
| 6M | +0.5% | -6.9% | +7.4% | -1.8% |
| YTD | +10.8% | +65.0% | -54.2% | -8.4% |
| 1Y | +11.9% | +61.7% | -49.8% | -7.3% |
| 3Y | +73.0% | +46.6% | +26.3% | +38.0% |
| 5Y | +58.6% | -2.7% | +61.3% | +34.8% |
| 10Y | +219.2% | +743.3% | -524.1% | +45.1% |
| All | +219.2% | +753.2% | -534.0% | +45.1% |
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