+76.0%
VUG vs ENTG
+21.6%
+54.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.9% |
| 7D | +0.1% | +8.9% | -8.8% | -2.3% |
| 30D | -1.7% | -0.8% | -0.9% | -1.9% |
| 3M | +2.8% | +6.6% | -3.7% | -2.1% |
| 6M | +13.6% | +22.1% | -8.5% | +2.4% |
| YTD | +8.1% | +70.2% | -62.1% | -13.4% |
| 1Y | +13.1% | +76.7% | -63.6% | -11.9% |
| 3Y | +87.0% | +50.5% | +36.5% | +43.5% |
| 5Y | +76.0% | +21.8% | +54.2% | +40.7% |
| All | +76.0% | +21.6% | +54.4% | +40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling