+197.2%
VXUS vs ENPH
+384.9%
-187.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +1.0% | -2.4% | +3.4% | +1.2% |
| 30D | +2.2% | -6.6% | +8.8% | +2.6% |
| 3M | +3.0% | -46.8% | +49.8% | +7.2% |
| 6M | +10.7% | -14.7% | +25.4% | +10.8% |
| YTD | +17.8% | +13.5% | +4.4% | +14.9% |
| 1Y | +27.6% | -0.4% | +28.0% | +25.1% |
| 3Y | +73.3% | -71.7% | +145.1% | +80.0% |
| 5Y | +54.3% | -79.1% | +133.4% | +59.7% |
| 10Y | +149.8% | +1,898.4% | -1,748.5% | +87.6% |
| All | +197.2% | +384.9% | -187.7% | +124.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling