+145.3%
ENOR price history and return analytics
+223.7%
-78.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | 0.0% |
| 7D | -2.3% | +0.4% | -2.6% | -2.8% |
| 30D | +2.4% | -2.6% | +5.0% | +4.9% |
| 3M | +3.7% | -3.2% | +6.9% | +6.8% |
| 6M | +2.6% | +0.9% | +1.6% | +0.7% |
| YTD | +31.5% | +11.3% | +20.2% | +15.7% |
| 1Y | +39.1% | +14.0% | +25.1% | +19.2% |
| 3Y | +89.1% | +75.8% | +13.3% | +0.3% |
| 5Y | +45.5% | +57.8% | -12.3% | -13.0% |
| 10Y | +145.3% | +219.8% | -74.5% | -35.1% |
| All | +145.3% | +223.7% | -78.4% | -35.1% |
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