+57.8%
VT vs ENTG
-3.9%
+61.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +9.4% | -6.8% | +0.7% |
| 7D | +0.4% | -7.6% | +8.0% | +1.7% |
| 30D | -2.6% | -15.5% | +12.9% | +0.1% |
| 3M | -3.2% | -7.8% | +4.6% | -2.9% |
| 6M | +0.9% | -5.9% | +6.9% | -1.1% |
| YTD | +11.3% | +66.7% | -55.4% | -5.5% |
| 1Y | +14.0% | +62.1% | -48.1% | -2.9% |
| 3Y | +75.8% | +56.3% | +19.6% | +42.8% |
| 5Y | +57.8% | -3.8% | +61.7% | +39.4% |
| All | +57.8% | -3.9% | +61.7% | +39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling