-64.7%
ETSY vs VT
+66.2%
-130.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | -8.5% | +0.4% | -8.9% | -9.1% |
| 30D | -10.9% | +1.0% | -11.9% | -12.3% |
| 3M | +14.1% | +2.4% | +11.7% | +8.9% |
| 6M | +37.5% | +12.0% | +25.5% | +12.5% |
| YTD | +38.0% | +15.3% | +22.7% | +7.3% |
| 1Y | +46.5% | +22.6% | +24.0% | +3.1% |
| 3Y | +2.5% | +74.7% | -72.2% | -63.5% |
| All | -64.7% | +66.2% | -130.8% | -84.5% |
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