+250.7%
HOOD vs VT
+70.7%
+180.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.0% |
| 7D | +17.1% | +0.4% | +16.7% | +16.3% |
| 30D | +31.6% | +1.0% | +30.6% | +29.7% |
| 3M | +38.2% | +2.4% | +35.9% | +31.9% |
| 6M | +48.5% | +12.0% | +36.5% | +16.1% |
| YTD | +8.0% | +15.3% | -7.4% | -20.4% |
| 1Y | +18.7% | +22.6% | -3.9% | -22.3% |
| 3Y | +999.1% | +74.7% | +924.4% | +273.9% |
| 5Y | +181.7% | +66.1% | +115.5% | +14.6% |
| All | +250.7% | +70.7% | +180.0% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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