+1,037.0%
HOOD vs VIG
+58.6%
+978.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -0.8% |
| 7D | +17.1% | -0.4% | +17.6% | +18.8% |
| 30D | +31.6% | -1.0% | +32.5% | +35.6% |
| 3M | +38.2% | +2.8% | +35.5% | +28.6% |
| 6M | +48.5% | +8.2% | +40.3% | +21.1% |
| YTD | +8.0% | +11.0% | -3.1% | -17.4% |
| 1Y | +18.7% | +16.1% | +2.5% | -18.5% |
| All | +1,037.0% | +58.6% | +978.4% | +333.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling