+743.7%
HOOD vs VRT
+352.9%
+390.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.5% | -0.3% | +1.8% |
| 7D | -4.8% | -21.4% | +16.5% | +4.4% |
| 30D | -26.1% | -25.8% | -0.3% | -17.6% |
| 3M | -10.8% | -33.5% | +22.7% | +3.3% |
| 6M | +2.4% | -49.0% | +51.4% | +29.2% |
| YTD | -28.5% | +12.9% | -41.4% | -40.6% |
| 1Y | -36.3% | 0.0% | -36.4% | -43.9% |
| 3Y | +743.7% | +361.8% | +381.9% | +219.4% |
| All | +743.7% | +352.9% | +390.8% | +219.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling