+65.2%
ETSY vs ITOT
+14.7%
+50.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.5% | +5.6% | +5.4% |
| 7D | +4.2% | -0.7% | +4.9% | +5.0% |
| 30D | +35.8% | -1.1% | +36.8% | +37.2% |
| 3M | +11.4% | -0.8% | +12.2% | +12.3% |
| 6M | +50.3% | +7.0% | +43.3% | +37.5% |
| YTD | +73.6% | +13.3% | +60.3% | +46.2% |
| 1Y | +65.2% | +14.8% | +50.3% | +34.6% |
| All | +65.2% | +14.7% | +50.5% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling