+297.8%
VTI vs ENTG
+797.5%
-499.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.3% | +0.3% |
| 7D | -0.9% | +1.2% | -2.1% | -1.2% |
| 30D | -1.4% | -12.9% | +11.4% | +1.8% |
| 3M | +3.6% | -3.1% | +6.7% | +1.6% |
| 6M | +13.6% | +21.0% | -7.4% | +3.3% |
| YTD | +12.9% | +67.0% | -54.1% | -7.5% |
| 1Y | +17.2% | +68.6% | -51.4% | -5.5% |
| 3Y | +75.7% | +48.6% | +27.0% | +38.0% |
| 5Y | +75.4% | +18.6% | +56.8% | +38.8% |
| All | +297.8% | +797.5% | -499.7% | +67.5% |
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