+348.0%
VT vs ENTG
+1,768.1%
-1,420.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -12.7% | +8.6% | -1.0% |
| 7D | -4.2% | -22.0% | +17.9% | +1.5% |
| 30D | -5.8% | -25.2% | +19.4% | +0.2% |
| 3M | -5.2% | -14.2% | +9.0% | -3.2% |
| 6M | +0.1% | -16.3% | +16.4% | +0.5% |
| YTD | +8.2% | +48.5% | -40.3% | -7.1% |
| 1Y | +10.1% | +41.4% | -31.3% | -4.7% |
| 3Y | +69.7% | +36.7% | +33.0% | +40.2% |
| 5Y | +53.4% | -12.5% | +65.9% | +34.4% |
| 10Y | +219.2% | +734.4% | -515.2% | +52.3% |
| All | +348.0% | +1,768.1% | -1,420.1% | +82.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling