+36.4%
VCIT vs ETSY
+185.3%
-148.9%
-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% | +1.7% | +0.1% |
| 7D | +0.7% | -4.3% | +5.1% | +0.8% |
| 30D | +1.8% | +15.3% | -13.5% | +1.4% |
| 3M | -1.1% | +3.4% | -4.5% | -1.3% |
| 6M | -1.7% | +37.4% | -39.0% | -2.5% |
| YTD | -1.1% | +59.5% | -60.7% | -2.5% |
| 1Y | -0.4% | +49.7% | -50.0% | -1.6% |
| 3Y | +20.5% | +42.6% | -22.1% | +18.5% |
| 5Y | +3.8% | -65.8% | +69.6% | +4.0% |
| 10Y | +31.2% | +677.8% | -646.6% | +27.4% |
| All | +36.4% | +185.3% | -148.9% | +33.9% |
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