-92.6%
ENGS price history and return analytics
+37.8%
-130.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -24.9% | -0.3% | -24.7% | -24.9% |
| 7D | -92.3% | +2.4% | -94.7% | -92.5% |
| 30D | -89.7% | -1.5% | -88.2% | -89.8% |
| 3M | -87.8% | -4.1% | -83.7% | -87.8% |
| 6M | -75.7% | +0.6% | -76.3% | -76.5% |
| YTD | -57.3% | +11.0% | -68.3% | -61.4% |
| 1Y | -77.5% | +13.3% | -90.9% | -80.0% |
| All | -92.6% | +37.8% | -130.4% | -94.4% |
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