+225.5%
HOOD vs VTV
+80.0%
+145.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -0.3% |
| 7D | -9.1% | -2.1% | -7.1% | -5.2% |
| 30D | +20.1% | -1.3% | +21.4% | +23.8% |
| 3M | +31.2% | +5.6% | +25.6% | +17.7% |
| 6M | +44.3% | +12.4% | +31.9% | +14.8% |
| YTD | +0.2% | +17.6% | -17.4% | -26.8% |
| 1Y | -3.5% | +23.5% | -27.0% | -35.7% |
| 3Y | +955.2% | +67.0% | +888.2% | +339.2% |
| 5Y | +175.3% | +80.5% | +94.7% | +13.9% |
| All | +225.5% | +80.0% | +145.5% | +39.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling