+14.2%
ETSY vs VLTO
+26.2%
-11.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.8% | -4.0% | -4.4% |
| 7D | -10.9% | -1.6% | -9.4% | -10.1% |
| 30D | -14.9% | -2.9% | -12.0% | -13.4% |
| 3M | +5.8% | +12.7% | -6.9% | -1.2% |
| 6M | +29.1% | +1.6% | +27.5% | +27.8% |
| YTD | +31.3% | -4.0% | +35.3% | +33.8% |
| 1Y | +25.1% | -10.2% | +35.3% | +32.8% |
| All | +14.2% | +26.2% | -11.9% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling