+237.0%
HOOD vs VRT
+945.9%
-708.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.7% | -7.6% | -5.4% |
| 7D | +13.4% | +13.6% | -0.3% | +7.6% |
| 30D | +25.8% | +6.8% | +19.0% | +22.1% |
| 3M | +38.0% | -3.2% | +41.2% | +36.2% |
| 6M | +52.2% | +20.3% | +31.9% | +34.8% |
| YTD | +3.7% | +79.6% | -75.8% | -24.9% |
| 1Y | +0.1% | +139.0% | -138.9% | -36.4% |
| 3Y | +992.6% | +644.6% | +347.9% | +308.1% |
| 5Y | +193.0% | +1,024.4% | -831.4% | -19.8% |
| All | +237.0% | +945.9% | -708.9% | -4.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling