+87.1%
VTRS vs ENPH
-70.3%
+157.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +0.9% |
| 7D | -2.2% | -0.1% | -2.1% | -2.2% |
| 30D | +3.3% | -10.8% | +14.2% | +4.4% |
| 3M | +2.0% | -33.8% | +35.8% | +5.9% |
| 6M | +19.9% | -16.1% | +36.1% | +19.0% |
| YTD | +35.7% | +13.4% | +22.3% | +28.6% |
| 1Y | +68.1% | -2.6% | +70.7% | +61.3% |
| 3Y | +87.1% | -70.3% | +157.3% | +92.5% |
| All | +87.1% | -70.3% | +157.4% | +92.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling