+189.8%
HOOD vs VCIT
+4.1%
+185.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +17.1% | -0.3% | +17.5% | +18.0% |
| 30D | +31.6% | -0.8% | +32.3% | +33.8% |
| 3M | +38.2% | -1.0% | +39.3% | +41.4% |
| 6M | +48.5% | -1.8% | +50.4% | +55.3% |
| YTD | +8.0% | -0.7% | +8.7% | +10.6% |
| 1Y | +18.7% | +1.0% | +17.7% | +18.0% |
| 3Y | +999.1% | +18.8% | +980.3% | +715.8% |
| All | +189.8% | +4.1% | +185.8% | +123.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling