+1,187.3%
VUG vs ENTG
+1,124.6%
+62.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.8% | +2.9% | 0.0% |
| 7D | +2.5% | +15.2% | -12.7% | -1.2% |
| 30D | -6.3% | -3.6% | -2.6% | -6.2% |
| 3M | -6.0% | -10.0% | +3.9% | -5.0% |
| 6M | -3.5% | +1.8% | -5.3% | -7.6% |
| YTD | +3.9% | +75.5% | -71.6% | -14.7% |
| 1Y | +5.1% | +82.4% | -77.3% | -14.9% |
| 3Y | +77.9% | +58.5% | +19.4% | +42.6% |
| 5Y | +62.4% | +0.4% | +62.1% | +40.0% |
| 10Y | +399.4% | +759.6% | -360.2% | +156.4% |
| All | +1,187.3% | +1,124.6% | +62.7% | +390.0% |
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