+139.3%
HOOD vs VO
+47.0%
+92.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.2% | -2.9% |
| 7D | -0.6% | -0.1% | -0.5% | 0.0% |
| 30D | -23.6% | +0.5% | -24.1% | -23.8% |
| 3M | -10.7% | -1.0% | -9.7% | -7.5% |
| 6M | +8.2% | +6.4% | +1.7% | -3.8% |
| YTD | -26.3% | +13.6% | -39.9% | -41.8% |
| 1Y | -36.1% | +14.5% | -50.6% | -50.1% |
| 3Y | +950.7% | +67.2% | +883.5% | +340.4% |
| 5Y | +127.0% | +36.1% | +91.0% | +43.2% |
| All | +139.3% | +47.0% | +92.3% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling