-46.1%
ETSY vs ROIV
+298.6%
-344.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.9% |
| 7D | -8.2% | +9.5% | -17.7% | -9.6% |
| 30D | +14.8% | +21.0% | -6.1% | +11.2% |
| 3M | +11.2% | +18.7% | -7.6% | +7.3% |
| 6M | +47.6% | +44.5% | +3.1% | +37.3% |
| YTD | +59.4% | +92.9% | -33.5% | +40.5% |
| 1Y | +38.6% | +100.2% | -61.6% | +21.3% |
| 3Y | +39.7% | +375.0% | -335.3% | +4.7% |
| 5Y | -65.1% | +435.2% | -500.3% | -77.7% |
| All | -46.1% | +298.6% | -344.7% | -61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling