+297.8%
VTI vs ENPH
+1,908.3%
-1,610.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +0.9% |
| 7D | -0.9% | -0.1% | -0.8% | -0.9% |
| 30D | -1.4% | -10.8% | +9.4% | -0.6% |
| 3M | +3.6% | -33.8% | +37.4% | +6.9% |
| 6M | +13.6% | -16.1% | +29.7% | +13.7% |
| YTD | +12.9% | +13.4% | -0.5% | +9.2% |
| 1Y | +17.2% | -2.6% | +19.8% | +14.4% |
| 3Y | +75.7% | -70.3% | +145.9% | +83.0% |
| 5Y | +75.4% | -77.0% | +152.5% | +82.2% |
| All | +297.8% | +1,908.3% | -1,610.5% | +228.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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