+96.3%
VTR vs ENPH
+1,908.3%
-1,812.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.4% |
| 7D | -0.3% | -0.1% | -0.3% | -0.3% |
| 30D | +1.1% | -10.8% | +11.9% | +1.9% |
| 3M | +7.9% | -33.8% | +41.7% | +10.7% |
| 6M | +6.2% | -16.1% | +22.3% | +5.6% |
| YTD | +17.7% | +13.4% | +4.3% | +13.1% |
| 1Y | +32.9% | -2.6% | +35.5% | +28.8% |
| 3Y | +129.7% | -70.3% | +199.9% | +138.0% |
| 5Y | +89.3% | -77.0% | +166.3% | +93.7% |
| All | +96.3% | +1,908.3% | -1,812.0% | +59.6% |
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