-3.8%
HOOD vs ITOT
+16.9%
-20.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.0% | +0.4% |
| 7D | -9.1% | -2.0% | -7.1% | -2.9% |
| 30D | +20.1% | -2.0% | +22.0% | +29.0% |
| 3M | +31.2% | +4.5% | +26.7% | +15.0% |
| 6M | +44.3% | +12.6% | +31.7% | +0.3% |
| YTD | +0.2% | +12.0% | -11.8% | -28.0% |
| All | -3.8% | +16.9% | -20.6% | -34.2% |
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