+123.6%
HOOD vs VTR
+77.2%
+46.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -4.0% |
| 7D | -3.8% | +0.2% | -4.0% | -3.8% |
| 30D | -23.0% | +5.5% | -28.4% | -24.8% |
| 3M | -21.6% | -0.9% | -20.7% | -21.5% |
| 6M | +1.4% | -0.4% | +1.9% | +0.4% |
| YTD | -31.2% | +17.0% | -48.2% | -37.4% |
| 1Y | -35.9% | +18.0% | -53.9% | -42.0% |
| 3Y | +836.9% | +127.4% | +709.6% | +492.4% |
| 5Y | +121.1% | +92.3% | +28.9% | +41.3% |
| All | +123.6% | +77.2% | +46.4% | +12.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling