+55.4%
VXUS vs ENTG
+18.8%
+36.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.7% |
| 7D | +1.6% | +8.9% | -7.4% | -0.1% |
| 30D | +1.0% | -7.2% | +8.2% | +2.1% |
| 3M | +5.7% | +6.4% | -0.7% | +2.6% |
| 6M | +13.6% | +25.7% | -12.1% | +6.1% |
| YTD | +17.4% | +67.9% | -50.5% | +3.2% |
| 1Y | +25.1% | +72.4% | -47.3% | +8.3% |
| 3Y | +75.8% | +48.4% | +27.4% | +50.4% |
| 5Y | +55.4% | +20.1% | +35.3% | +33.1% |
| All | +55.4% | +18.8% | +36.6% | +33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling