-86.1%
ENGS price history and return analytics
+39.0%
-125.1%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -86.1% | +1.1% | -87.3% | -86.4% |
| 7D | -84.8% | -0.7% | -84.1% | -85.0% |
| 30D | -79.6% | -1.7% | -77.8% | -79.7% |
| 3M | -75.1% | -2.3% | -72.8% | -75.2% |
| 6M | -53.9% | +1.5% | -55.4% | -55.5% |
| YTD | -19.4% | +12.0% | -31.4% | -27.5% |
| 1Y | -39.2% | +12.9% | -52.1% | -45.7% |
| All | -86.1% | +39.0% | -125.1% | -89.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling