+122.7%
HOOD vs VTV
+77.3%
+45.4%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.7% |
| 7D | -3.8% | +2.9% | -6.7% | -9.3% |
| 30D | -23.0% | +3.8% | -26.8% | -28.4% |
| 3M | -21.6% | +1.6% | -23.2% | -23.6% |
| 6M | +1.4% | +11.2% | -9.8% | -18.2% |
| YTD | -31.2% | +22.0% | -53.1% | -53.8% |
| 1Y | -35.9% | +24.9% | -60.8% | -59.1% |
| 3Y | +836.9% | +78.5% | +758.5% | +228.0% |
| All | +122.7% | +77.3% | +45.4% | -18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling