+743.7%
HOOD vs VMC
+38.8%
+704.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.2% | +3.9% |
| 7D | -4.8% | +0.5% | -5.3% | -5.1% |
| 30D | -26.1% | +15.8% | -41.9% | -34.1% |
| 3M | -10.8% | +0.6% | -11.4% | -11.5% |
| 6M | +2.4% | -4.0% | +6.4% | +3.9% |
| YTD | -28.5% | -0.3% | -28.2% | -32.0% |
| 1Y | -36.3% | -0.5% | -35.8% | -39.2% |
| 3Y | +743.7% | +39.6% | +704.1% | +535.3% |
| All | +743.7% | +38.8% | +704.9% | +535.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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