+69.1%
ENB price history and return analytics
+66.2%
+2.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | -0.5% | +1.0% | -1.5% | -1.0% |
| 30D | -0.2% | -0.2% | 0.0% | -0.1% |
| 3M | -7.5% | +4.5% | -12.1% | -9.9% |
| 6M | -4.1% | +14.1% | -18.2% | -11.2% |
| YTD | +9.8% | +14.8% | -5.0% | +1.1% |
| 1Y | +8.7% | +21.2% | -12.5% | -3.3% |
| 3Y | +79.0% | +76.6% | +2.4% | +22.4% |
| 5Y | +69.1% | +66.6% | +2.5% | +14.7% |
| All | +69.1% | +66.2% | +2.9% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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