+72.5%
VXUS vs ENPH
-70.0%
+142.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +1.5% |
| 3M | +4.8% | -31.4% | +36.1% | +7.5% |
| 6M | +11.3% | -10.1% | +21.5% | +11.1% |
| YTD | +16.5% | +14.6% | +1.9% | +13.4% |
| 1Y | +24.3% | -3.2% | +27.5% | +22.1% |
| All | +72.5% | -70.0% | +142.5% | +81.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling