-36.1%
HOOD vs VRT
+12.3%
-48.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -12.9% | +14.9% | +5.5% |
| 7D | -4.4% | -15.4% | +11.0% | -0.3% |
| 30D | -23.4% | -19.0% | -4.4% | -19.3% |
| 3M | -6.5% | -23.8% | +17.3% | -0.4% |
| 6M | +14.2% | -37.9% | +52.1% | +26.4% |
| YTD | -22.7% | +27.0% | -49.7% | -38.2% |
| 1Y | -36.1% | +13.8% | -49.9% | -44.9% |
| All | -36.1% | +12.3% | -48.4% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 1y: compounded portfolio wealth divided by compounded VRT 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…
1y analysis · Full analysis span regression · 6 months rolling