+341.7%
IVV vs ETSY
+146.8%
+194.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.7% | +6.3% | +0.4% |
| 7D | +0.1% | -8.5% | +8.6% | +1.2% |
| 30D | +0.1% | -10.9% | +11.0% | +1.4% |
| 3M | +2.0% | +14.1% | -12.1% | 0.0% |
| 6M | +13.0% | +37.5% | -24.4% | +7.8% |
| YTD | +13.6% | +38.0% | -24.4% | +7.8% |
| 1Y | +20.1% | +46.5% | -26.5% | +12.2% |
| 3Y | +77.6% | +2.5% | +75.1% | +69.7% |
| 5Y | +82.5% | -65.3% | +147.8% | +90.9% |
| 10Y | +316.5% | +451.6% | -135.1% | +216.8% |
| All | +341.7% | +146.8% | +194.9% | +230.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling