+72.7%
IVV vs ETSY
-66.4%
+139.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.0% | +2.6% |
| 7D | +0.1% | -4.3% | +4.4% | +0.7% |
| 30D | -3.3% | +15.3% | -18.6% | -5.4% |
| 3M | -2.4% | +3.4% | -5.8% | -3.2% |
| 6M | +2.6% | +37.4% | -34.8% | -2.9% |
| YTD | +11.3% | +59.5% | -48.2% | +2.2% |
| 1Y | +13.4% | +49.7% | -36.2% | +5.0% |
| 3Y | +80.3% | +42.6% | +37.7% | +61.1% |
| 5Y | +72.7% | -65.8% | +138.5% | +81.4% |
| All | +72.7% | -66.4% | +139.1% | +81.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling