+455.8%
VTV vs ENPH
+384.7%
+71.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +0.8% |
| 7D | -1.1% | -0.1% | -1.0% | -1.1% |
| 30D | -1.0% | -10.8% | +9.8% | -0.4% |
| 3M | +4.6% | -33.8% | +38.5% | +6.9% |
| 6M | +13.5% | -16.1% | +29.6% | +13.5% |
| YTD | +18.5% | +13.4% | +5.1% | +15.8% |
| 1Y | +22.9% | -2.6% | +25.5% | +20.8% |
| 3Y | +67.8% | -70.3% | +138.1% | +72.3% |
| 5Y | +81.8% | -77.0% | +158.9% | +85.5% |
| 10Y | +233.0% | +1,919.4% | -1,686.4% | +158.0% |
| All | +455.8% | +384.7% | +71.1% | +332.2% |
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