+175.3%
HOOD vs VNQ
+5.5%
+169.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -0.6% |
| 7D | -9.1% | -2.6% | -6.5% | -6.0% |
| 30D | +20.1% | -2.3% | +22.4% | +24.0% |
| 3M | +31.2% | -2.8% | +34.0% | +34.6% |
| 6M | +44.3% | +2.5% | +41.8% | +38.0% |
| YTD | +0.2% | +8.4% | -8.2% | -10.8% |
| 1Y | -3.5% | +6.8% | -10.3% | -12.4% |
| 3Y | +955.2% | +29.9% | +925.3% | +635.7% |
| 5Y | +175.3% | +7.2% | +168.1% | +176.7% |
| All | +175.3% | +5.5% | +169.7% | +176.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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