+231.1%
HOOD vs V
+54.0%
+177.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.5% |
| 7D | +7.7% | -2.9% | +10.7% | +10.5% |
| 30D | +22.0% | +1.9% | +20.1% | +20.0% |
| 3M | +37.6% | +13.2% | +24.4% | +22.6% |
| 6M | +45.3% | +16.7% | +28.5% | +24.2% |
| YTD | +1.9% | +5.4% | -3.5% | -4.9% |
| 1Y | -2.7% | +7.7% | -10.4% | -12.2% |
| 3Y | +973.4% | +52.0% | +921.4% | +614.8% |
| 5Y | +179.3% | +67.7% | +111.5% | +59.9% |
| All | +231.1% | +54.0% | +177.1% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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