+231.1%
HOOD vs VCLT
-16.1%
+247.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.5% |
| 7D | +7.7% | 0.0% | +7.7% | +7.8% |
| 30D | +22.0% | +0.1% | +21.9% | +22.0% |
| 3M | +37.6% | -2.9% | +40.5% | +42.3% |
| 6M | +45.3% | -4.0% | +49.2% | +52.8% |
| YTD | +1.9% | -2.2% | +4.2% | +5.3% |
| 1Y | -2.7% | -2.6% | -0.1% | +0.9% |
| 3Y | +973.4% | +12.3% | +961.1% | +864.6% |
| 5Y | +179.3% | -16.4% | +195.6% | +202.6% |
| All | +231.1% | -16.1% | +247.2% | +262.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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