+96.3%
VTR vs ENB
+92.6%
+3.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | +0.2% |
| 7D | -0.3% | -4.7% | +4.3% | +2.9% |
| 30D | +1.1% | -5.9% | +7.0% | +5.3% |
| 3M | +7.9% | -14.2% | +22.1% | +19.6% |
| 6M | +6.2% | -8.6% | +14.7% | +12.1% |
| YTD | +17.7% | +3.9% | +13.8% | +12.9% |
| 1Y | +32.9% | +1.8% | +31.1% | +29.2% |
| 3Y | +129.7% | +68.5% | +61.2% | +52.2% |
| 5Y | +89.3% | +62.4% | +26.9% | +26.4% |
| All | +96.3% | +92.6% | +3.8% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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