+836.9%
HOOD vs ITOT
+77.6%
+759.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -3.2% |
| 7D | -3.8% | +2.5% | -6.3% | -9.9% |
| 30D | -23.0% | -1.7% | -21.3% | -18.7% |
| 3M | -21.6% | -3.4% | -18.3% | -12.4% |
| 6M | +1.4% | +2.1% | -0.7% | -1.7% |
| YTD | -31.2% | +11.5% | -42.6% | -46.1% |
| 1Y | -35.9% | +13.6% | -49.6% | -52.0% |
| 3Y | +836.9% | +77.2% | +759.7% | +268.1% |
| All | +836.9% | +77.6% | +759.3% | +268.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling