+953.6%
VRT vs ETSY
-66.8%
+1,020.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.2% | -7.4% | -9.1% |
| 7D | +2.4% | -12.9% | +15.3% | +5.7% |
| 30D | -2.7% | -11.5% | +8.8% | -0.2% |
| 3M | -9.2% | +3.5% | -12.7% | -11.3% |
| 6M | -0.5% | +27.6% | -28.1% | -9.5% |
| YTD | +62.3% | +28.4% | +33.9% | +45.2% |
| 1Y | +109.6% | +27.1% | +82.5% | +83.5% |
| 3Y | +573.1% | +6.0% | +567.0% | +478.1% |
| 5Y | +953.6% | -67.1% | +1,020.8% | +1,149.2% |
| All | +953.6% | -66.8% | +1,020.4% | +1,149.2% |
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