+142.9%
HOOD vs VCIT
+2.2%
+140.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | -3.2% | -0.5% | -2.7% | -2.4% |
| 30D | -22.6% | +1.0% | -23.6% | -24.2% |
| 3M | -10.4% | -1.4% | -9.0% | -7.8% |
| 6M | +4.7% | -2.1% | +6.8% | +9.5% |
| YTD | -25.2% | -1.8% | -23.4% | -21.8% |
| 1Y | -35.9% | -1.4% | -34.5% | -33.4% |
| 3Y | +927.7% | +19.3% | +908.4% | +660.4% |
| 5Y | +147.5% | +4.1% | +143.4% | +95.6% |
| All | +142.9% | +2.2% | +140.7% | +96.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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