+963.5%
HOOD vs VTR
+131.3%
+832.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.6% |
| 7D | +7.7% | -2.9% | +10.7% | +8.8% |
| 30D | +22.0% | -2.8% | +24.8% | +23.0% |
| 3M | +37.6% | +9.0% | +28.6% | +32.8% |
| 6M | +45.3% | +5.0% | +40.3% | +41.8% |
| YTD | +1.9% | +16.9% | -15.0% | -5.5% |
| 1Y | -2.7% | +34.3% | -37.0% | -16.3% |
| All | +963.5% | +131.3% | +832.2% | +591.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling