+2,723.0%
VRT vs ETSY
+87.6%
+2,635.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -6.7% | +11.1% | +5.7% |
| 7D | +9.1% | -8.5% | +17.6% | +10.9% |
| 30D | +0.9% | -10.9% | +11.8% | +2.9% |
| 3M | -13.4% | +14.1% | -27.5% | -16.6% |
| 6M | +11.7% | +37.5% | -25.8% | +2.3% |
| YTD | +73.2% | +38.0% | +35.2% | +56.7% |
| 1Y | +123.4% | +46.5% | +76.9% | +95.8% |
| 3Y | +606.2% | +2.5% | +603.7% | +543.6% |
| 5Y | +899.9% | -65.3% | +965.2% | +986.6% |
| All | +2,723.0% | +87.6% | +2,635.4% | +2,340.3% |
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