+35.7%
VCIT vs ETSY
+190.1%
-154.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | -0.1% |
| 7D | +0.1% | +1.1% | -1.0% | +0.1% |
| 30D | +1.9% | +25.8% | -23.9% | +1.3% |
| 3M | -1.4% | +9.3% | -10.8% | -1.7% |
| 6M | -2.1% | +38.4% | -40.6% | -3.0% |
| YTD | -1.6% | +62.2% | -63.8% | -3.0% |
| 1Y | -0.9% | +58.3% | -59.2% | -2.3% |
| 3Y | +20.0% | +42.6% | -22.6% | +18.0% |
| 5Y | +3.1% | -65.4% | +68.6% | +3.4% |
| 10Y | +28.7% | +685.4% | -656.7% | +24.9% |
| All | +35.7% | +190.1% | -154.4% | +33.2% |
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