+740.4%
HOOD vs VLTO
+55.4%
+685.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.1% | -2.7% | -3.3% |
| 7D | +3.8% | +0.8% | +3.0% | +3.4% |
| 30D | -26.4% | +18.7% | -45.1% | -32.7% |
| 3M | -14.3% | +21.7% | -36.0% | -22.7% |
| 6M | +3.9% | +35.8% | -31.9% | -13.2% |
| YTD | -28.1% | +18.3% | -46.3% | -33.8% |
| 1Y | -38.8% | +20.9% | -59.7% | -45.1% |
| 3Y | +888.5% | +68.8% | +819.6% | +602.0% |
| All | +740.4% | +55.4% | +685.0% | +523.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling