+25.5%
VZ vs ETSY
-65.2%
+90.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.7% | +5.8% | -0.8% |
| 7D | +0.1% | -8.5% | +8.5% | +0.2% |
| 30D | +7.9% | -10.9% | +18.8% | +8.1% |
| 3M | +13.6% | +14.1% | -0.5% | +13.4% |
| 6M | +1.1% | +37.5% | -36.4% | +0.4% |
| YTD | +29.3% | +38.0% | -8.7% | +28.3% |
| 1Y | +21.2% | +46.5% | -25.3% | +19.7% |
| 3Y | +75.9% | +2.5% | +73.4% | +74.2% |
| All | +25.5% | -65.2% | +90.7% | +18.4% |
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