+22.1%
ETSY vs VMC
-14.0%
+36.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.8% | +1.3% |
| 7D | -4.9% | -3.8% | -1.1% | -3.3% |
| 30D | -8.6% | -9.7% | +1.1% | -4.7% |
| 3M | +4.8% | -9.6% | +14.4% | +9.0% |
| 6M | +38.1% | -4.8% | +42.9% | +38.6% |
| YTD | +31.2% | -10.9% | +42.1% | +39.3% |
| 1Y | +22.1% | -15.6% | +37.7% | +32.6% |
| All | +22.1% | -14.0% | +36.1% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 1y: compounded portfolio wealth divided by compounded VMC 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…
1y analysis · Full analysis span regression · 6 months rolling