+18.6%
IVV vs ETSY
+24.4%
-5.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | -0.3% |
| 7D | -0.4% | -12.9% | +12.5% | +0.5% |
| 30D | -1.4% | -11.5% | +10.1% | -0.7% |
| 3M | +3.7% | +3.5% | +0.2% | +3.2% |
| 6M | +13.0% | +27.6% | -14.6% | +10.3% |
| YTD | +12.4% | +28.4% | -16.0% | +9.7% |
| 1Y | +18.6% | +27.1% | -8.5% | +16.8% |
| All | +18.6% | +24.4% | -5.8% | +16.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling