-36.1%
HOOD vs VYM
+21.8%
-57.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | -0.9% |
| 7D | -4.4% | +1.2% | -5.5% | -6.9% |
| 30D | -23.4% | +5.2% | -28.6% | -32.4% |
| 3M | -6.5% | +0.5% | -7.0% | -7.2% |
| 6M | +14.2% | +7.7% | +6.5% | -5.3% |
| YTD | -22.7% | +17.2% | -39.9% | -49.2% |
| 1Y | -36.1% | +21.7% | -57.8% | -65.9% |
| All | -36.1% | +21.8% | -57.9% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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