+35.7%
ETSY vs VLTO
+56.3%
-20.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.3% |
| 7D | -3.7% | +1.6% | -5.4% | -4.6% |
| 30D | +12.8% | +22.0% | -9.2% | +0.9% |
| 3M | +7.6% | +21.9% | -14.3% | -3.8% |
| 6M | +34.4% | +36.5% | -2.1% | +12.4% |
| YTD | +56.0% | +19.0% | +37.0% | +40.9% |
| 1Y | +43.6% | +21.0% | +22.6% | +27.8% |
| 3Y | +36.8% | +69.9% | -33.1% | +2.1% |
| All | +35.7% | +56.3% | -20.6% | +5.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling