+567.8%
VTI vs ENPH
+417.7%
+150.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.8% | -7.3% | -1.1% |
| 7D | +0.6% | +9.3% | -8.6% | 0.0% |
| 30D | -1.1% | -7.3% | +6.2% | -0.6% |
| 3M | +3.9% | -31.7% | +35.6% | +6.5% |
| 6M | +14.6% | -3.5% | +18.1% | +13.6% |
| YTD | +13.3% | +21.2% | -7.9% | +9.5% |
| 1Y | +19.2% | +0.1% | +19.1% | +16.5% |
| 3Y | +77.4% | -67.7% | +145.1% | +82.6% |
| 5Y | +74.0% | -76.2% | +150.3% | +79.3% |
| 10Y | +294.6% | +2,057.2% | -1,762.6% | +198.0% |
| All | +567.8% | +417.7% | +150.0% | +408.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling