+190.4%
ETN vs VIG
+63.0%
+127.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.2% | +3.0% |
| 7D | +3.5% | -1.1% | +4.6% | +5.1% |
| 30D | -7.5% | -2.7% | -4.8% | -4.0% |
| 3M | +8.3% | +2.5% | +5.8% | +4.6% |
| 6M | +20.2% | +9.2% | +11.0% | +7.0% |
| YTD | +34.7% | +9.8% | +24.8% | +19.3% |
| 1Y | +19.4% | +12.4% | +7.1% | +2.9% |
| 3Y | +85.5% | +55.9% | +29.6% | +7.8% |
| All | +190.4% | +63.0% | +127.4% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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