+55.4%
VXUS vs ENPH
-77.3%
+132.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.8% | -7.1% | -1.0% |
| 7D | +1.6% | +9.3% | -7.7% | +0.7% |
| 30D | +1.0% | -7.3% | +8.3% | +1.6% |
| 3M | +5.7% | -31.7% | +37.4% | +8.9% |
| 6M | +13.6% | -3.5% | +17.1% | +12.5% |
| YTD | +17.4% | +21.2% | -3.8% | +12.9% |
| 1Y | +25.1% | +0.1% | +25.0% | +21.9% |
| 3Y | +75.8% | -67.7% | +143.5% | +83.5% |
| 5Y | +55.4% | -76.2% | +131.6% | +61.6% |
| All | +55.4% | -77.3% | +132.7% | +61.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling