-36.1%
HOOD vs VTR
+22.5%
-58.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.5% | -0.5% | +2.4% |
| 7D | -4.4% | +10.0% | -14.4% | -3.0% |
| 30D | -23.4% | +9.6% | -33.0% | -22.4% |
| 3M | -6.5% | -1.2% | -5.3% | -6.4% |
| 6M | +14.2% | +2.8% | +11.4% | +17.9% |
| YTD | -22.7% | +17.4% | -40.1% | -21.2% |
| 1Y | -36.1% | +22.0% | -58.1% | -34.8% |
| All | -36.1% | +22.5% | -58.6% | -34.8% |
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