+250.7%
HOOD vs VCIT
+3.4%
+247.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +18.1% |
| 3Y | +999.1% | +18.8% | +980.3% | +718.5% |
| 5Y | +181.7% | +3.5% | +178.2% | +121.5% |
| All | +250.7% | +3.4% | +247.3% | +178.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling