+42.6%
ETSY vs VLTO
+69.5%
-26.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -2.0% |
| 7D | +1.1% | +5.4% | -4.3% | -1.7% |
| 30D | +25.8% | +22.3% | +3.5% | +12.3% |
| 3M | +9.3% | +19.6% | -10.3% | -1.2% |
| 6M | +38.4% | +35.2% | +3.3% | +16.1% |
| YTD | +62.2% | +17.9% | +44.4% | +47.2% |
| 1Y | +58.3% | +19.5% | +38.8% | +41.8% |
| 3Y | +42.6% | +73.9% | -31.4% | +12.7% |
| All | +42.6% | +69.5% | -26.9% | +12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling