+223.3%
HOOD vs ITOT
+77.3%
+146.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -2.5% |
| 7D | -7.8% | -0.9% | -6.9% | -5.9% |
| 30D | +18.6% | -1.5% | +20.1% | +23.4% |
| 3M | +22.1% | +3.6% | +18.5% | +13.9% |
| 6M | +43.1% | +13.7% | +29.4% | +10.3% |
| YTD | -0.5% | +12.9% | -13.4% | -21.1% |
| 1Y | -4.4% | +17.2% | -21.6% | -28.5% |
| 3Y | +938.5% | +75.6% | +862.8% | +294.2% |
| 5Y | +173.4% | +75.5% | +97.9% | +14.6% |
| All | +223.3% | +77.3% | +146.0% | +47.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling