+193.0%
HOOD vs VEU
+56.3%
+136.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.1% |
| 7D | +13.4% | +1.7% | +11.7% | +10.0% |
| 30D | +25.8% | +1.0% | +24.8% | +24.3% |
| 3M | +38.0% | +5.6% | +32.4% | +24.4% |
| 6M | +52.2% | +13.7% | +38.5% | +19.0% |
| YTD | +3.7% | +17.7% | -14.0% | -24.3% |
| 1Y | +0.1% | +25.8% | -25.7% | -35.4% |
| 3Y | +992.6% | +77.1% | +915.4% | +279.6% |
| 5Y | +193.0% | +57.1% | +135.8% | +40.8% |
| All | +193.0% | +56.3% | +136.7% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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