-35.4%
ENR price history and return analytics
+65.7%
-101.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.3% |
| 7D | -3.4% | -0.1% | -3.3% | -3.3% |
| 30D | -6.6% | -0.7% | -5.9% | -6.1% |
| 3M | +4.0% | +4.0% | 0.0% | +0.8% |
| 6M | +14.2% | +12.3% | +1.9% | +4.1% |
| YTD | +6.3% | +14.0% | -7.8% | -4.4% |
| 1Y | -24.7% | +20.3% | -45.0% | -35.0% |
| 3Y | -33.6% | +75.4% | -109.0% | -57.5% |
| 5Y | -35.4% | +66.0% | -101.3% | -59.2% |
| All | -35.4% | +65.7% | -101.1% | -59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling