+310.3%
IVV vs ETSY
+650.4%
-340.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | +2.6% | -1.0% | +3.6% | +2.7% |
| 30D | -2.0% | +7.3% | -9.3% | -3.1% |
| 3M | -2.8% | +10.3% | -13.1% | -4.5% |
| 6M | +2.2% | +55.1% | -52.9% | -4.7% |
| YTD | +11.5% | +60.5% | -49.0% | +2.7% |
| 1Y | +13.5% | +52.2% | -38.7% | +5.2% |
| 3Y | +78.1% | +40.8% | +37.3% | +61.2% |
| 5Y | +73.1% | -67.3% | +140.4% | +84.2% |
| All | +310.3% | +650.4% | -340.1% | +187.8% |
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