+113.0%
HOOD vs VO
+32.6%
+80.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.4% | +3.5% |
| 7D | -4.8% | -2.6% | -2.2% | +1.2% |
| 30D | -26.1% | -0.9% | -25.2% | -23.9% |
| 3M | -10.8% | -3.0% | -7.8% | -3.2% |
| 6M | +2.4% | +2.2% | +0.2% | -0.7% |
| YTD | -28.5% | +10.6% | -39.0% | -40.4% |
| 1Y | -36.3% | +12.5% | -48.8% | -48.6% |
| 3Y | +743.7% | +61.4% | +682.3% | +273.3% |
| All | +113.0% | +32.6% | +80.4% | +48.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling