+31.4%
VCIT vs ETSY
+644.4%
-613.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -1.4% | -3.5% | +2.2% | -1.3% |
| 30D | +0.8% | +11.4% | -10.6% | +0.4% |
| 3M | -1.7% | +10.9% | -12.6% | -2.1% |
| 6M | -2.1% | +53.5% | -55.6% | -3.4% |
| YTD | -2.0% | +59.3% | -61.3% | -3.7% |
| 1Y | -1.5% | +38.2% | -39.6% | -2.7% |
| 3Y | +19.0% | +39.6% | -20.6% | +16.6% |
| 5Y | +3.8% | -67.6% | +71.3% | +4.5% |
| All | +31.4% | +644.4% | -613.0% | +24.7% |
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