+878.7%
HOOD vs VRT
+369.8%
+508.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -1.1% |
| 7D | -5.1% | -17.7% | +12.6% | +2.0% |
| 30D | -25.4% | -20.0% | -5.4% | -19.5% |
| 3M | -14.0% | -28.1% | +14.1% | -3.8% |
| 6M | +5.6% | -42.8% | +48.4% | +26.6% |
| YTD | -28.1% | +20.0% | -48.1% | -41.8% |
| 1Y | -40.1% | +3.5% | -43.7% | -47.9% |
| All | +878.7% | +369.8% | +508.9% | +319.9% |
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 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