+11.7%
ETSY vs VLTO
+25.1%
-13.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -1.8% |
| 7D | -12.9% | -2.6% | -10.3% | -11.5% |
| 30D | -11.5% | -2.5% | -9.0% | -10.2% |
| 3M | +3.5% | +10.1% | -6.6% | -2.0% |
| 6M | +27.6% | +1.0% | +26.6% | +26.7% |
| YTD | +28.4% | -4.8% | +33.2% | +31.5% |
| 1Y | +27.1% | -9.3% | +36.4% | +34.0% |
| All | +11.7% | +25.1% | -13.4% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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