-83.5%
ENGN price history and return analytics
+74.2%
-157.7%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.9% |
| 7D | -1.1% | -1.1% | 0.0% | -0.1% |
| 30D | +5.9% | -1.0% | +6.9% | +6.8% |
| 3M | +9.8% | +3.2% | +6.6% | +6.8% |
| 6M | -73.8% | +12.5% | -86.3% | -75.2% |
| YTD | -80.1% | +14.1% | -94.1% | -81.2% |
| 1Y | -70.3% | +18.9% | -89.2% | -72.3% |
| 3Y | -83.5% | +74.1% | -157.6% | -78.6% |
| All | -83.5% | +74.2% | -157.7% | -78.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling