+250.7%
HOOD vs VUG
+83.3%
+167.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +40.9% |
| 6M | +48.5% | +14.6% | +33.9% | +19.7% |
| YTD | +8.0% | +9.0% | -1.1% | -4.1% |
| 1Y | +18.7% | +14.9% | +3.8% | -1.4% |
| 3Y | +999.1% | +86.0% | +913.1% | +372.7% |
| 5Y | +181.7% | +76.7% | +105.0% | +33.9% |
| All | +250.7% | +83.3% | +167.4% | +82.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling