+120.5%
ETN vs VT
+57.0%
+63.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.3% |
| 7D | +3.6% | +2.4% | +1.3% | +0.6% |
| 30D | -13.4% | -1.5% | -11.9% | -11.5% |
| 3M | -21.9% | -4.1% | -17.8% | -17.2% |
| 6M | -12.8% | +0.6% | -13.3% | -12.2% |
| YTD | +12.1% | +11.0% | +1.1% | +0.2% |
| 1Y | +0.8% | +13.3% | -12.5% | -11.9% |
| 3Y | +64.5% | +73.4% | -8.9% | -7.6% |
| All | +120.5% | +57.0% | +63.5% | +37.3% |
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