+222.5%
VT vs ETSY
+441.1%
-218.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.7% | +6.7% | +0.9% |
| 7D | +0.4% | -8.5% | +8.9% | +1.6% |
| 30D | +1.0% | -10.9% | +11.9% | +2.4% |
| 3M | +2.4% | +14.1% | -11.7% | +0.2% |
| 6M | +12.0% | +37.5% | -25.5% | +6.4% |
| YTD | +15.3% | +38.0% | -22.7% | +9.1% |
| 1Y | +22.6% | +46.5% | -24.0% | +13.9% |
| 3Y | +74.7% | +2.5% | +72.2% | +66.3% |
| 5Y | +66.1% | -65.3% | +131.4% | +74.6% |
| All | +222.5% | +441.1% | -218.6% | +138.3% |
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 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