+61.1%
VZ vs ENPH
+2,033.5%
-1,972.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.8% | -6.2% | +0.5% |
| 7D | +0.2% | +9.3% | -9.0% | +0.2% |
| 30D | +7.1% | -7.3% | +14.4% | +7.2% |
| 3M | +12.8% | -31.7% | +44.6% | +13.1% |
| 6M | +1.8% | -3.5% | +5.3% | +1.6% |
| YTD | +30.0% | +21.2% | +8.8% | +29.3% |
| 1Y | +24.3% | +0.1% | +24.3% | +23.9% |
| 3Y | +84.3% | -67.7% | +152.0% | +84.5% |
| 5Y | +25.9% | -76.2% | +102.2% | +26.2% |
| 10Y | +61.1% | +2,057.2% | -1,996.1% | +61.9% |
| All | +61.1% | +2,033.5% | -1,972.4% | +61.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling