+65.2%
ETSY vs VYM
+21.8%
+43.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.2% | +5.9% | +5.6% |
| 7D | +4.2% | +1.2% | +3.1% | +2.9% |
| 30D | +35.8% | +5.2% | +30.5% | +28.6% |
| 3M | +11.4% | +0.5% | +10.8% | +10.9% |
| 6M | +50.3% | +7.7% | +42.6% | +39.3% |
| YTD | +73.6% | +17.2% | +56.4% | +38.6% |
| 1Y | +65.2% | +21.7% | +43.5% | +16.5% |
| All | +65.2% | +21.8% | +43.4% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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