+129.7%
VTR vs ETSY
+8.1%
+121.6%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.6% |
| 7D | -0.3% | -4.9% | +4.6% | -0.1% |
| 30D | +1.1% | -8.6% | +9.7% | +1.5% |
| 3M | +7.9% | +4.8% | +3.1% | +7.7% |
| 6M | +6.2% | +38.1% | -31.9% | +4.3% |
| YTD | +17.7% | +31.2% | -13.5% | +15.7% |
| 1Y | +32.9% | +22.1% | +10.8% | +30.2% |
| 3Y | +129.7% | +12.2% | +117.4% | +114.7% |
| All | +129.7% | +8.1% | +121.6% | +114.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling