+76.5%
VUG vs ETSY
-67.3%
+143.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | -1.9% | -12.7% | +10.8% | +0.7% |
| 30D | -1.6% | -9.9% | +8.4% | +0.3% |
| 3M | +4.4% | +4.2% | +0.2% | +2.9% |
| 6M | +13.2% | +34.2% | -21.0% | +5.3% |
| YTD | +7.5% | +29.1% | -21.6% | +0.2% |
| 1Y | +12.5% | +23.8% | -11.3% | +4.2% |
| 3Y | +86.0% | +6.6% | +79.3% | +69.6% |
| 5Y | +76.5% | -67.0% | +143.5% | +96.4% |
| All | +76.5% | -67.3% | +143.8% | +96.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling