+54.4%
VXUS vs ENB
+69.5%
-15.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.8% |
| 7D | +1.0% | -0.2% | +1.2% | +1.1% |
| 30D | +2.2% | -2.2% | +4.4% | +3.0% |
| 3M | +3.0% | -10.5% | +13.5% | +7.4% |
| 6M | +10.7% | -5.1% | +15.7% | +12.3% |
| YTD | +17.8% | +9.0% | +8.9% | +12.0% |
| 1Y | +27.6% | +8.2% | +19.4% | +21.5% |
| 3Y | +73.3% | +67.8% | +5.5% | +31.2% |
| All | +54.4% | +69.5% | -15.1% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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