+66.6%
VTV vs ENTG
+42.3%
+24.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | -0.2% |
| 7D | -2.1% | +5.1% | -7.2% | -2.7% |
| 30D | -1.3% | -8.5% | +7.2% | -0.5% |
| 3M | +5.6% | +6.7% | -1.1% | +3.1% |
| 6M | +12.4% | +17.7% | -5.3% | +7.3% |
| YTD | +17.6% | +63.5% | -45.8% | +6.4% |
| 1Y | +23.5% | +73.6% | -50.1% | +9.7% |
| All | +66.6% | +42.3% | +24.3% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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