-36.1%
HOOD vs VSH
+62.1%
-98.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.1% | +7.1% | +3.1% |
| 7D | -4.4% | -13.6% | +9.2% | -1.3% |
| 30D | -23.4% | -30.4% | +7.0% | -17.7% |
| 3M | -6.5% | -33.3% | +26.8% | +0.6% |
| 6M | +14.2% | -15.1% | +29.3% | +7.4% |
| YTD | -22.7% | +80.2% | -102.9% | -51.2% |
| 1Y | -36.1% | +63.4% | -99.5% | -55.8% |
| All | -36.1% | +62.1% | -98.2% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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