+65.5%
VZ vs ENPH
+2,696.2%
-2,630.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.8% |
| 7D | +2.2% | +4.1% | -1.9% | +2.2% |
| 30D | +10.6% | -11.4% | +22.0% | +10.6% |
| 3M | -0.6% | -30.5% | +29.9% | -0.4% |
| 6M | +0.7% | -20.2% | +21.0% | +0.7% |
| YTD | +20.6% | -9.3% | +29.9% | +20.2% |
| 1Y | +22.7% | -3.8% | +26.5% | +22.2% |
| 3Y | +57.2% | -61.5% | +118.7% | +57.2% |
| 5Y | +21.4% | -87.9% | +109.2% | +22.1% |
| 10Y | +65.5% | +2,519.8% | -2,454.3% | +66.6% |
| All | +65.5% | +2,696.2% | -2,630.7% | +66.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling