+718.4%
VTV vs ENTG
+1,071.3%
-352.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.2% |
| 7D | +0.3% | +8.9% | -8.6% | -1.5% |
| 30D | +0.1% | -7.2% | +7.4% | +1.3% |
| 3M | +6.2% | +6.4% | -0.2% | +2.3% |
| 6M | +13.5% | +25.7% | -12.2% | +4.4% |
| YTD | +18.9% | +67.9% | -49.0% | +2.0% |
| 1Y | +25.8% | +72.4% | -46.6% | +6.1% |
| 3Y | +68.7% | +48.4% | +20.3% | +40.2% |
| 5Y | +80.3% | +20.1% | +60.3% | +48.5% |
| 10Y | +226.3% | +768.1% | -541.8% | +63.3% |
| All | +718.4% | +1,071.3% | -352.9% | +185.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling