+18.7%
HOOD vs VTV
+27.0%
-8.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.8% | -1.6% |
| 7D | +17.1% | +0.5% | +16.6% | +16.1% |
| 30D | +31.6% | +1.1% | +30.5% | +29.1% |
| 3M | +38.2% | +5.9% | +32.4% | +22.4% |
| 6M | +48.5% | +11.6% | +36.9% | +16.0% |
| YTD | +8.0% | +19.8% | -11.8% | -26.8% |
| 1Y | +18.7% | +26.2% | -7.6% | -23.5% |
| All | +18.7% | +27.0% | -8.3% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling