+179.3%
HOOD vs VSXY
+19.3%
+160.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.5% | +1.7% | -0.9% |
| 7D | +7.7% | -10.7% | +18.5% | +9.9% |
| 30D | +22.0% | -24.3% | +46.2% | +29.4% |
| 3M | +37.6% | +1.0% | +36.6% | +34.8% |
| 6M | +45.3% | +57.4% | -12.1% | +20.3% |
| YTD | +1.9% | +39.8% | -37.9% | -13.5% |
| 1Y | -2.7% | +196.5% | -199.2% | -35.8% |
| 3Y | +973.4% | +357.2% | +616.1% | +442.9% |
| 5Y | +179.3% | +18.9% | +160.4% | +120.2% |
| All | +179.3% | +19.3% | +160.0% | +120.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 5y: compounded portfolio wealth divided by compounded VSXY 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…
5y analysis · Full analysis span regression · 6 months rolling