+133.6%
HOOD vs VO
+47.5%
+86.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -1.9% |
| 7D | +3.8% | +2.9% | +0.8% | -2.5% |
| 30D | -26.4% | +1.0% | -27.4% | -27.3% |
| 3M | -14.3% | -1.7% | -12.6% | -9.7% |
| 6M | +3.9% | +6.7% | -2.8% | -8.0% |
| YTD | -28.1% | +14.0% | -42.1% | -43.6% |
| 1Y | -38.8% | +13.7% | -52.5% | -51.5% |
| 3Y | +888.5% | +65.8% | +822.6% | +320.5% |
| 5Y | +131.0% | +36.6% | +94.4% | +44.8% |
| All | +133.6% | +47.5% | +86.2% | +59.5% |
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