+142.9%
HOOD vs IVV
+85.9%
+57.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.7% | +1.1% |
| 7D | -3.2% | -0.9% | -2.3% | -0.8% |
| 30D | -22.6% | -2.3% | -20.2% | -17.7% |
| 3M | -10.4% | -1.2% | -9.2% | -6.4% |
| 6M | +4.7% | +3.3% | +1.4% | -0.2% |
| YTD | -25.2% | +12.3% | -37.5% | -39.2% |
| 1Y | -35.9% | +12.5% | -48.4% | -47.6% |
| 3Y | +927.7% | +79.2% | +848.5% | +287.8% |
| 5Y | +147.5% | +75.6% | +71.9% | +1.6% |
| All | +142.9% | +85.9% | +57.0% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 all: compounded portfolio wealth divided by compounded IVV 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…
all analysis · Full analysis span regression · 6 months rolling