+189.8%
HOOD vs VUG
+76.6%
+113.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.2% |
| 7D | +17.1% | -0.1% | +17.2% | +17.7% |
| 30D | +31.6% | -0.3% | +31.9% | +33.2% |
| 3M | +38.2% | -0.7% | +38.9% | +41.0% |
| 6M | +48.5% | +14.6% | +33.9% | +19.5% |
| YTD | +8.0% | +9.0% | -1.1% | -4.2% |
| 1Y | +18.7% | +14.9% | +3.8% | -1.6% |
| 3Y | +999.1% | +86.0% | +913.1% | +366.9% |
| All | +189.8% | +76.6% | +113.2% | +48.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling