+938.5%
HOOD vs VTRS
+84.5%
+854.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.0% |
| 7D | -7.8% | -2.2% | -5.6% | -7.0% |
| 30D | +18.6% | +3.3% | +15.3% | +17.2% |
| 3M | +22.1% | +2.0% | +20.1% | +20.8% |
| 6M | +43.1% | +19.9% | +23.1% | +31.9% |
| YTD | -0.5% | +35.7% | -36.2% | -13.0% |
| 1Y | -4.4% | +68.1% | -72.5% | -23.5% |
| 3Y | +938.5% | +87.1% | +851.4% | +590.1% |
| All | +938.5% | +84.5% | +854.0% | +590.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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