+704.3%
HOOD vs VLTO
+56.4%
+648.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.6% | -4.9% | -4.6% |
| 7D | -3.8% | +1.0% | -4.8% | -4.2% |
| 30D | -23.0% | +17.5% | -40.4% | -29.1% |
| 3M | -21.6% | +21.4% | -43.0% | -29.2% |
| 6M | +1.4% | +38.1% | -36.7% | -16.2% |
| YTD | -31.2% | +19.0% | -50.2% | -36.8% |
| 1Y | -35.9% | +20.7% | -56.6% | -42.3% |
| 3Y | +836.9% | +64.3% | +772.7% | +576.8% |
| All | +704.3% | +56.4% | +648.0% | +494.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling