-40.1%
HOOD vs VIG
+17.3%
-57.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.6% | -3.1% |
| 7D | -5.1% | +1.0% | -6.1% | -7.1% |
| 30D | -25.4% | +4.5% | -29.9% | -33.8% |
| 3M | -14.0% | +2.1% | -16.0% | -18.0% |
| 6M | +5.6% | +10.5% | -4.9% | -19.7% |
| YTD | -28.1% | +15.1% | -43.2% | -50.6% |
| 1Y | -40.1% | +16.9% | -57.0% | -61.9% |
| All | -40.1% | +17.3% | -57.4% | -61.9% |
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