-90.2%
ENGS vs VOO
+38.2%
-128.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -29.4% | -0.3% | -29.1% | -29.3% |
| 7D | -89.8% | +3.3% | -93.1% | -90.2% |
| 30D | -86.1% | -2.7% | -83.5% | -86.3% |
| 3M | -83.0% | -1.7% | -81.3% | -83.3% |
| 6M | -68.3% | +3.1% | -71.4% | -70.0% |
| YTD | -43.1% | +11.9% | -55.0% | -49.5% |
| 1Y | -63.4% | +12.1% | -75.5% | -67.6% |
| All | -90.2% | +38.2% | -128.4% | -92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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