+179.4%
ETN vs VSH
+64.1%
+115.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.5% | -1.1% |
| 7D | +3.0% | +3.1% | -0.1% | +1.9% |
| 30D | -10.9% | -5.7% | -5.2% | -9.2% |
| 3M | +9.2% | -42.5% | +51.7% | +30.3% |
| 6M | +13.9% | +82.7% | -68.8% | -13.2% |
| YTD | +29.5% | +118.2% | -88.7% | -8.3% |
| 1Y | +14.2% | +109.7% | -95.5% | -18.5% |
| 3Y | +79.9% | +35.3% | +44.6% | +45.4% |
| All | +179.4% | +64.1% | +115.3% | +99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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