-67.4%
ETSY vs VT
+57.0%
-124.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.3% |
| 7D | -1.0% | +2.4% | -3.4% | -4.7% |
| 30D | +7.3% | -1.5% | +8.8% | +9.9% |
| 3M | +10.3% | -4.1% | +14.4% | +17.3% |
| 6M | +55.1% | +0.6% | +54.5% | +51.7% |
| YTD | +60.5% | +11.0% | +49.5% | +32.1% |
| 1Y | +52.2% | +13.3% | +38.8% | +20.8% |
| 3Y | +40.8% | +73.4% | -32.6% | -50.4% |
| All | -67.4% | +57.0% | -124.4% | -84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling