+146.2%
VXUS vs ENPH
+2,128.2%
-1,982.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.6% | +0.2% |
| 7D | +2.1% | -8.4% | +10.6% | +2.8% |
| 30D | -1.1% | -11.2% | +10.1% | -0.4% |
| 3M | -5.6% | -36.1% | +30.5% | -2.6% |
| 6M | -2.3% | -37.9% | +35.7% | +0.3% |
| YTD | +10.4% | -18.7% | +29.0% | +9.7% |
| 1Y | +13.1% | -9.8% | +22.9% | +11.5% |
| 3Y | +68.0% | -66.8% | +134.8% | +73.0% |
| 5Y | +45.8% | -89.6% | +135.5% | +59.5% |
| All | +146.2% | +2,128.2% | -1,982.0% | +108.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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