+142.7%
ETSY vs VO
+198.6%
-55.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.3% | -4.0% |
| 7D | -10.9% | +0.6% | -11.6% | -11.7% |
| 30D | -14.9% | -1.1% | -13.8% | -13.7% |
| 3M | +5.8% | +4.5% | +1.2% | -0.7% |
| 6M | +29.1% | +11.1% | +18.1% | +11.2% |
| YTD | +31.3% | +13.5% | +17.8% | +9.8% |
| 1Y | +25.1% | +14.5% | +10.6% | +4.0% |
| 3Y | +8.5% | +58.1% | -49.6% | -42.7% |
| 5Y | -66.1% | +43.3% | -109.4% | -77.9% |
| 10Y | +410.3% | +193.2% | +217.1% | +39.1% |
| All | +142.7% | +198.6% | -55.9% | -43.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling