-21.8%
ENR price history and return analytics
+57.5%
-79.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | +3.3% | -0.1% | +3.4% | +3.4% |
| 30D | +16.5% | -3.1% | +19.6% | +19.4% |
| 3M | +15.0% | -3.5% | +18.5% | +18.2% |
| 6M | +36.1% | +0.5% | +35.7% | +35.2% |
| YTD | +30.8% | +10.8% | +20.0% | +20.3% |
| 1Y | +11.1% | +11.9% | -0.8% | +1.5% |
| 3Y | -15.6% | +73.0% | -88.6% | -45.6% |
| 5Y | -21.8% | +58.6% | -80.4% | -50.0% |
| All | -21.8% | +57.5% | -79.3% | -50.0% |
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