+150.1%
VXUS vs ENPH
+1,928.7%
-1,778.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.4% | +4.7% | -0.3% |
| 7D | +0.3% | +3.4% | -3.1% | 0.0% |
| 30D | +0.7% | -10.3% | +10.9% | +1.4% |
| 3M | +4.8% | -31.4% | +36.1% | +7.5% |
| 6M | +11.3% | -10.1% | +21.5% | +11.0% |
| YTD | +16.5% | +14.6% | +1.9% | +13.2% |
| 1Y | +24.3% | -3.2% | +27.5% | +21.9% |
| 3Y | +74.5% | -69.5% | +144.0% | +80.8% |
| 5Y | +54.3% | -77.2% | +131.6% | +59.3% |
| 10Y | +150.1% | +1,940.0% | -1,789.9% | +110.1% |
| All | +150.1% | +1,928.7% | -1,778.6% | +110.1% |
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