+73.2%
VTR vs ETSY
+129.6%
-56.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.3% |
| 7D | -2.9% | -12.9% | +10.0% | -1.7% |
| 30D | -2.8% | -11.5% | +8.7% | -1.8% |
| 3M | +9.0% | +3.5% | +5.5% | +8.5% |
| 6M | +5.0% | +27.6% | -22.7% | +2.1% |
| YTD | +16.9% | +28.4% | -11.5% | +13.3% |
| 1Y | +34.3% | +27.1% | +7.2% | +29.3% |
| 3Y | +131.6% | +6.0% | +125.5% | +122.7% |
| 5Y | +88.0% | -67.1% | +155.1% | +94.7% |
| 10Y | +97.8% | +421.9% | -324.1% | +44.8% |
| All | +73.2% | +129.6% | -56.4% | +29.8% |
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