+18.7%
HOOD vs ITOT
+20.8%
-2.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -1.1% |
| 7D | +17.1% | +0.1% | +17.0% | +17.2% |
| 30D | +31.6% | 0.0% | +31.6% | +32.6% |
| 3M | +38.2% | +2.0% | +36.3% | +31.9% |
| 6M | +48.5% | +13.0% | +35.5% | +2.9% |
| YTD | +8.0% | +14.0% | -6.0% | -26.7% |
| 1Y | +18.7% | +19.9% | -1.3% | -26.0% |
| All | +18.7% | +20.8% | -2.2% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling