+223.3%
HOOD vs VRSK
-2.1%
+225.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -7.8% | -5.2% | -2.7% | -6.4% |
| 30D | +18.6% | -2.3% | +20.9% | +19.4% |
| 3M | +22.1% | -2.9% | +25.0% | +21.7% |
| 6M | +43.1% | -12.8% | +55.9% | +47.7% |
| YTD | -0.5% | -20.8% | +20.3% | +7.2% |
| 1Y | -4.4% | -33.2% | +28.8% | +11.6% |
| 3Y | +938.5% | -26.6% | +965.0% | +992.8% |
| 5Y | +173.4% | -11.3% | +184.8% | +155.0% |
| All | +223.3% | -2.1% | +225.4% | +677.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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