+250.7%
HOOD vs VTR
+78.9%
+171.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -1.2% |
| 7D | +17.1% | -1.7% | +18.8% | +18.0% |
| 30D | +31.6% | -2.4% | +34.0% | +32.9% |
| 3M | +38.2% | +14.8% | +23.5% | +28.4% |
| 6M | +48.5% | +5.3% | +43.2% | +43.3% |
| YTD | +8.0% | +18.1% | -10.1% | -1.8% |
| 1Y | +18.7% | +36.7% | -18.1% | -0.7% |
| 3Y | +999.1% | +130.1% | +869.0% | +592.4% |
| 5Y | +181.7% | +89.5% | +92.2% | +75.9% |
| All | +250.7% | +78.9% | +171.8% | +76.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling