+122.7%
HOOD vs VGT
+103.7%
+19.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.6% | -1.8% |
| 7D | -3.8% | +2.5% | -6.2% | -7.1% |
| 30D | -23.0% | -9.5% | -13.5% | -10.5% |
| 3M | -21.6% | -9.5% | -12.1% | -8.5% |
| 6M | +1.4% | -1.8% | +3.2% | +3.2% |
| YTD | -31.2% | +18.4% | -49.6% | -46.6% |
| 1Y | -35.9% | +18.7% | -54.7% | -50.1% |
| 3Y | +836.9% | +103.8% | +733.1% | +272.3% |
| All | +122.7% | +103.7% | +19.1% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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