-12.5%
VTRS vs ENPH
+391.5%
-404.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | -3.3% | +1.5% | -4.8% | -3.4% |
| 30D | +1.4% | -12.9% | +14.2% | +2.2% |
| 3M | +4.6% | -27.1% | +31.8% | +6.5% |
| 6M | +18.1% | -15.4% | +33.5% | +17.9% |
| YTD | +34.7% | +15.0% | +19.7% | +31.0% |
| 1Y | +65.6% | -0.7% | +66.3% | +62.2% |
| 3Y | +83.8% | -69.3% | +153.1% | +89.3% |
| 5Y | +46.5% | -76.7% | +123.2% | +49.5% |
| 10Y | -48.6% | +1,947.8% | -1,996.4% | -62.0% |
| All | -12.5% | +391.5% | -404.0% | -34.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling