-38.7%
HOOD vs VUG
+3.5%
-42.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.8% | +0.2% | -3.1% |
| 7D | -0.6% | +0.5% | -1.1% | -1.6% |
| 30D | -23.6% | -8.2% | -15.4% | -6.7% |
| 3M | -10.7% | -5.4% | -5.2% | +2.5% |
| 6M | +8.2% | -2.5% | +10.7% | +17.2% |
| YTD | -26.3% | +4.2% | -30.5% | -31.0% |
| All | -38.7% | +3.5% | -42.2% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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