-67.2%
ETSY vs VO
+41.5%
-108.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -0.9% |
| 7D | -12.9% | -0.6% | -12.3% | -12.0% |
| 30D | -11.5% | -1.9% | -9.5% | -8.7% |
| 3M | +3.5% | +3.3% | +0.3% | -2.1% |
| 6M | +27.6% | +9.7% | +17.9% | +8.7% |
| YTD | +28.4% | +12.6% | +15.8% | +4.7% |
| 1Y | +27.1% | +13.6% | +13.4% | +2.5% |
| 3Y | +6.0% | +56.8% | -50.8% | -53.2% |
| All | -67.2% | +41.5% | -108.7% | -80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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