+1,934.0%
VRT vs ETSY
+118.2%
+1,815.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.4% | -3.8% |
| 7D | +10.5% | -1.0% | +11.5% | +10.7% |
| 30D | -9.3% | +7.3% | -16.6% | -10.8% |
| 3M | -29.6% | +10.3% | -39.9% | -31.6% |
| 6M | -45.4% | +55.1% | -100.4% | -50.9% |
| YTD | +24.8% | +60.5% | -35.7% | +9.0% |
| 1Y | +23.6% | +52.2% | -28.6% | +9.1% |
| 3Y | +379.7% | +40.8% | +338.9% | +304.2% |
| 5Y | +660.3% | -67.3% | +727.6% | +724.4% |
| All | +1,934.0% | +118.2% | +1,815.7% | +1,596.4% |
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 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