-4.0%
ENGS price history and return analytics
+34.6%
-38.6%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | +4.9% | -2.3% | +7.2% | +5.7% |
| 30D | +50.3% | -5.0% | +55.3% | +53.6% |
| 3M | +72.1% | -4.9% | +77.0% | +75.5% |
| 6M | +280.0% | -1.5% | +281.5% | +277.0% |
| YTD | +457.5% | +8.5% | +449.0% | +415.8% |
| 1Y | +19.9% | +11.4% | +8.6% | +7.0% |
| All | -4.0% | +34.6% | -38.6% | -25.6% |
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