+36.7%
VTR vs ETSY
+47.8%
-11.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.7% | +4.7% | -2.2% |
| 7D | -1.7% | -8.5% | +6.8% | -1.9% |
| 30D | -2.4% | -10.9% | +8.4% | -2.7% |
| 3M | +14.8% | +14.1% | +0.7% | +15.7% |
| 6M | +5.3% | +37.5% | -32.1% | +6.9% |
| YTD | +18.1% | +38.0% | -19.9% | +19.9% |
| 1Y | +36.7% | +46.5% | -9.8% | +39.3% |
| All | +36.7% | +47.8% | -11.1% | +39.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling