+175.3%
HOOD vs VTRS
+40.7%
+134.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.4% |
| 7D | -9.1% | -3.3% | -5.8% | -7.8% |
| 30D | +20.1% | +1.4% | +18.7% | +19.5% |
| 3M | +31.2% | +4.6% | +26.6% | +28.3% |
| 6M | +44.3% | +18.1% | +26.2% | +33.1% |
| YTD | +0.2% | +34.7% | -34.5% | -13.3% |
| 1Y | -3.5% | +65.6% | -69.1% | -24.0% |
| 3Y | +955.2% | +83.8% | +871.4% | +645.3% |
| 5Y | +175.3% | +46.5% | +128.8% | +92.2% |
| All | +175.3% | +40.7% | +134.6% | +92.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling