+85.5%
ETN vs VO
+55.8%
+29.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +2.8% |
| 7D | +3.5% | -1.5% | +5.1% | +5.9% |
| 30D | -7.5% | -3.0% | -4.5% | -3.1% |
| 3M | +8.3% | +2.8% | +5.5% | +4.5% |
| 6M | +20.2% | +10.9% | +9.2% | +4.8% |
| YTD | +34.7% | +12.5% | +22.2% | +15.4% |
| 1Y | +19.4% | +12.0% | +7.5% | +3.1% |
| 3Y | +85.5% | +56.3% | +29.2% | +9.5% |
| All | +85.5% | +55.8% | +29.7% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling