+70.4%
VXUS vs ENTG
+53.1%
+17.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +9.4% | -6.6% | +1.2% |
| 7D | +0.8% | -7.6% | +8.4% | +1.9% |
| 30D | -1.9% | -15.5% | +13.6% | +0.4% |
| 3M | -4.4% | -7.8% | +3.4% | -4.0% |
| 6M | -2.0% | -5.9% | +4.0% | -3.5% |
| YTD | +11.1% | +66.7% | -55.6% | -2.1% |
| 1Y | +15.1% | +62.1% | -47.0% | +1.7% |
| 3Y | +70.4% | +56.3% | +14.2% | +43.0% |
| All | +70.4% | +53.1% | +17.3% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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