+2,397.0%
VRT vs ETSY
+75.6%
+2,321.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.2% | -5.7% |
| 7D | -7.7% | -12.7% | +5.0% | -5.3% |
| 30D | -12.0% | -9.9% | -2.0% | -10.4% |
| 3M | -11.7% | +4.2% | -15.8% | -13.4% |
| 6M | -8.1% | +34.2% | -42.3% | -15.5% |
| YTD | +53.2% | +29.1% | +24.1% | +40.4% |
| 1Y | +81.7% | +23.8% | +57.8% | +65.5% |
| 3Y | +535.3% | +6.6% | +528.6% | +471.2% |
| 5Y | +916.4% | -67.0% | +983.4% | +1,016.4% |
| All | +2,397.0% | +75.6% | +2,321.4% | +2,086.5% |
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