+38.6%
ETSY vs VT
+13.3%
+25.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +1.3% |
| 7D | -8.2% | -0.7% | -7.5% | -7.6% |
| 30D | +14.8% | -1.7% | +16.6% | +16.4% |
| 3M | +11.2% | -2.3% | +13.5% | +13.1% |
| 6M | +47.6% | +1.5% | +46.1% | +45.3% |
| YTD | +59.4% | +12.0% | +47.3% | +37.8% |
| 1Y | +38.6% | +12.9% | +25.7% | +17.9% |
| All | +38.6% | +13.3% | +25.3% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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