+313.6%
IVV vs ETSY
+423.3%
-109.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -2.0% | -12.7% | +10.7% | -0.2% |
| 30D | -1.6% | -9.9% | +8.3% | -0.3% |
| 3M | +4.8% | +4.2% | +0.6% | +3.7% |
| 6M | +12.6% | +34.2% | -21.6% | +7.1% |
| YTD | +11.8% | +29.1% | -17.4% | +6.4% |
| 1Y | +17.6% | +23.8% | -6.2% | +11.6% |
| 3Y | +77.0% | +6.6% | +70.4% | +67.0% |
| 5Y | +82.6% | -67.0% | +149.6% | +93.9% |
| All | +313.6% | +423.3% | -109.7% | +204.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 10y: compounded portfolio wealth divided by compounded ETSY 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…
10y analysis · Full analysis span regression · 6 months rolling