+743.7%
HOOD vs VLTO
+69.5%
+674.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.8% | +3.0% |
| 7D | -4.8% | +5.4% | -10.2% | -7.1% |
| 30D | -26.1% | +22.3% | -48.4% | -33.4% |
| 3M | -10.8% | +19.6% | -30.4% | -18.7% |
| 6M | +2.4% | +35.2% | -32.8% | -14.2% |
| YTD | -28.5% | +17.9% | -46.3% | -33.7% |
| 1Y | -36.3% | +19.5% | -55.8% | -42.2% |
| 3Y | +743.7% | +73.9% | +669.8% | +504.7% |
| All | +743.7% | +69.5% | +674.2% | +504.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling