+249.2%
VTV vs ETSY
+134.7%
+114.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.6% |
| 7D | -1.1% | -4.9% | +3.8% | -0.7% |
| 30D | -1.0% | -8.6% | +7.6% | -0.3% |
| 3M | +4.6% | +4.8% | -0.1% | +3.9% |
| 6M | +13.5% | +38.1% | -24.6% | +9.5% |
| YTD | +18.5% | +31.2% | -12.7% | +14.6% |
| 1Y | +22.9% | +22.1% | +0.8% | +19.0% |
| 3Y | +67.8% | +12.2% | +55.6% | +61.0% |
| 5Y | +81.8% | -66.5% | +148.3% | +87.7% |
| 10Y | +233.0% | +433.4% | -200.4% | +160.2% |
| All | +249.2% | +134.7% | +114.5% | +167.7% |
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 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