+85.5%
ETN vs VTR
+132.9%
-47.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +4.0% |
| 7D | +3.5% | -0.3% | +3.8% | +3.5% |
| 30D | -7.5% | +1.1% | -8.6% | -7.5% |
| 3M | +8.3% | +7.9% | +0.4% | +7.4% |
| 6M | +20.2% | +6.2% | +14.0% | +19.4% |
| YTD | +34.7% | +17.7% | +16.9% | +32.4% |
| 1Y | +19.4% | +32.9% | -13.4% | +15.8% |
| 3Y | +85.5% | +129.7% | -44.2% | +58.7% |
| All | +85.5% | +132.9% | -47.4% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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