+336.8%
IVV vs ETSY
+185.0%
+151.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +1.0% |
| 7D | -0.9% | -8.2% | +7.3% | +0.1% |
| 30D | -2.3% | +14.8% | -17.2% | -4.2% |
| 3M | -1.2% | +11.2% | -12.3% | -2.8% |
| 6M | +3.3% | +47.6% | -44.3% | -2.3% |
| YTD | +12.3% | +59.4% | -47.0% | +4.5% |
| 1Y | +12.5% | +38.6% | -26.1% | +6.4% |
| 3Y | +79.2% | +39.7% | +39.5% | +64.3% |
| 5Y | +75.6% | -65.1% | +140.8% | +83.3% |
| 10Y | +313.4% | +653.8% | -340.5% | +205.1% |
| All | +336.8% | +185.0% | +151.8% | +220.5% |
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