-2.7%
HOOD vs VIG
+14.1%
-16.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -0.2% |
| 7D | +7.7% | -1.2% | +8.9% | +11.8% |
| 30D | +22.0% | -2.8% | +24.8% | +32.8% |
| 3M | +37.6% | +2.5% | +35.2% | +28.0% |
| 6M | +45.3% | +8.1% | +37.2% | +16.1% |
| YTD | +1.9% | +9.6% | -7.6% | -20.9% |
| 1Y | -2.7% | +14.2% | -16.9% | -28.9% |
| All | -2.7% | +14.1% | -16.8% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling