+740.2%
HOOD vs VLTO
+56.3%
+683.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -5.1% | +1.6% | -6.7% | -5.8% |
| 30D | -25.4% | +22.0% | -47.4% | -32.7% |
| 3M | -14.0% | +21.9% | -35.8% | -22.4% |
| 6M | +5.6% | +36.5% | -30.9% | -12.0% |
| YTD | -28.1% | +19.0% | -47.1% | -34.0% |
| 1Y | -40.1% | +21.0% | -61.1% | -46.2% |
| 3Y | +888.2% | +69.9% | +818.3% | +599.7% |
| All | +740.2% | +56.3% | +683.9% | +521.1% |
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