+609.6%
VLO vs ETSY
-67.3%
+676.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -0.9% |
| 7D | +4.0% | -12.7% | +16.7% | +4.6% |
| 30D | +19.0% | -9.9% | +28.9% | +19.5% |
| 3M | +50.0% | +4.2% | +45.8% | +49.1% |
| 6M | +79.1% | +34.2% | +44.9% | +75.1% |
| YTD | +140.3% | +29.1% | +111.1% | +135.0% |
| 1Y | +148.3% | +23.8% | +124.5% | +142.5% |
| 3Y | +194.6% | +6.6% | +188.0% | +185.5% |
| 5Y | +609.6% | -67.0% | +676.6% | +603.2% |
| All | +609.6% | -67.3% | +676.9% | +603.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling