+915.2%
VLO vs ETSY
+134.9%
+780.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.8% | +8.1% | +3.6% |
| 7D | +5.8% | -10.9% | +16.7% | +6.6% |
| 30D | +28.3% | -14.9% | +43.2% | +29.7% |
| 3M | +48.7% | +5.8% | +42.9% | +47.6% |
| 6M | +71.9% | +29.1% | +42.8% | +67.4% |
| YTD | +138.7% | +31.3% | +107.3% | +131.5% |
| 1Y | +148.5% | +25.1% | +123.3% | +140.7% |
| 3Y | +192.7% | +8.5% | +184.2% | +182.1% |
| 5Y | +601.6% | -66.1% | +667.7% | +621.2% |
| 10Y | +900.2% | +410.3% | +489.9% | +599.6% |
| All | +915.2% | +134.9% | +780.3% | +605.4% |
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