+250.7%
HOOD vs VRT
+908.8%
-658.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.4% | -6.4% | -3.9% |
| 7D | +17.1% | +9.1% | +8.0% | +13.2% |
| 30D | +31.6% | +0.9% | +30.7% | +30.8% |
| 3M | +38.2% | -13.4% | +51.6% | +43.1% |
| 6M | +48.5% | +11.7% | +36.8% | +35.8% |
| YTD | +8.0% | +73.2% | -65.3% | -20.6% |
| 1Y | +18.7% | +123.4% | -104.8% | -22.4% |
| 3Y | +999.1% | +606.2% | +392.9% | +319.7% |
| 5Y | +181.7% | +899.9% | -718.2% | -19.7% |
| All | +250.7% | +908.8% | -658.2% | +0.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling