+18.7%
HOOD vs VTR
+36.9%
-18.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -2.5% |
| 7D | +17.1% | -1.7% | +18.8% | +16.7% |
| 30D | +31.6% | -2.4% | +34.0% | +30.9% |
| 3M | +38.2% | +14.8% | +23.5% | +44.2% |
| 6M | +48.5% | +5.3% | +43.2% | +53.5% |
| YTD | +8.0% | +18.1% | -10.1% | +14.5% |
| 1Y | +18.7% | +36.7% | -18.1% | +36.6% |
| All | +18.7% | +36.9% | -18.2% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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