+190.4%
ETN vs VTV
+80.6%
+109.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.2% | +3.0% |
| 7D | +3.5% | -1.1% | +4.6% | +5.1% |
| 30D | -7.5% | -1.0% | -6.5% | -6.2% |
| 3M | +8.3% | +4.6% | +3.7% | +2.0% |
| 6M | +20.2% | +13.5% | +6.7% | +2.3% |
| YTD | +34.7% | +18.5% | +16.2% | +8.8% |
| 1Y | +19.4% | +22.9% | -3.4% | -7.8% |
| 3Y | +85.5% | +67.8% | +17.7% | -1.9% |
| All | +190.4% | +80.6% | +109.8% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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