+1,705.0%
ETN vs VIG
+614.0%
+1,091.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.9% |
| 7D | +6.2% | -1.2% | +7.4% | +7.9% |
| 30D | -6.7% | -2.8% | -3.9% | -3.1% |
| 3M | +3.6% | +2.5% | +1.2% | +0.3% |
| 6M | +18.3% | +8.1% | +10.2% | +6.9% |
| YTD | +31.5% | +9.6% | +21.9% | +16.9% |
| 1Y | +20.6% | +14.2% | +6.4% | +1.7% |
| 3Y | +82.5% | +56.1% | +26.4% | +3.1% |
| 5Y | +177.8% | +62.8% | +114.9% | +48.6% |
| 10Y | +705.0% | +248.2% | +456.8% | +57.9% |
| All | +1,705.0% | +614.0% | +1,091.0% | +53.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling