-36.3%
HOOD vs VLTO
+18.3%
-54.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.8% | +3.3% |
| 7D | -4.8% | +5.4% | -10.2% | -3.8% |
| 30D | -26.1% | +22.3% | -48.4% | -23.5% |
| 3M | -10.8% | +19.6% | -30.4% | -8.1% |
| 6M | +2.4% | +35.2% | -32.8% | +9.0% |
| YTD | -28.5% | +17.9% | -46.3% | -22.3% |
| 1Y | -36.3% | +19.5% | -55.8% | -30.2% |
| All | -36.3% | +18.3% | -54.6% | -30.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling