+29.3%
VCIT vs ETSY
+407.5%
-378.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.8% | +4.7% | +0.1% |
| 7D | +0.1% | -10.9% | +11.0% | +0.4% |
| 30D | -0.8% | -14.9% | +14.1% | -0.3% |
| 3M | -0.5% | +5.8% | -6.3% | -0.8% |
| 6M | -1.4% | +29.1% | -30.5% | -2.3% |
| YTD | -0.8% | +31.3% | -32.1% | -1.8% |
| 1Y | +0.3% | +25.1% | -24.8% | -0.8% |
| 3Y | +19.2% | +8.5% | +10.7% | +17.7% |
| 5Y | +3.6% | -66.1% | +69.7% | +4.3% |
| 10Y | +29.3% | +410.3% | -381.0% | +23.5% |
| All | +29.3% | +407.5% | -378.2% | +23.5% |
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 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