+409.6%
VUG vs ENTG
+778.5%
-368.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.9% | +3.4% | +0.7% |
| 7D | -1.9% | +5.1% | -7.0% | -3.5% |
| 30D | -1.6% | -8.5% | +7.0% | +0.7% |
| 3M | +4.4% | +6.7% | -2.3% | -1.3% |
| 6M | +13.2% | +17.7% | -4.5% | +2.1% |
| YTD | +7.5% | +63.5% | -56.0% | -14.5% |
| 1Y | +12.5% | +73.6% | -61.1% | -13.8% |
| 3Y | +86.0% | +44.6% | +41.4% | +41.9% |
| 5Y | +76.5% | +16.1% | +60.4% | +37.1% |
| All | +409.6% | +778.5% | -368.9% | +103.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling