+46.4%
VTRS vs ENB
+61.6%
-15.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.7% | +1.2% |
| 7D | -2.2% | -4.7% | +2.5% | -0.2% |
| 30D | +3.3% | -5.9% | +9.2% | +5.9% |
| 3M | +2.0% | -14.2% | +16.2% | +8.8% |
| 6M | +19.9% | -8.6% | +28.5% | +23.8% |
| YTD | +35.7% | +3.9% | +31.8% | +31.4% |
| 1Y | +68.1% | +1.8% | +66.3% | +64.1% |
| 3Y | +87.1% | +68.5% | +18.6% | +38.2% |
| All | +46.4% | +61.6% | -15.2% | +8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling