+250.7%
HOOD vs VYM
+79.7%
+170.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.3% |
| 7D | +17.1% | 0.0% | +17.1% | +17.3% |
| 30D | +31.6% | -0.5% | +32.1% | +33.4% |
| 3M | +38.2% | +3.0% | +35.2% | +30.5% |
| 6M | +48.5% | +8.2% | +40.3% | +27.6% |
| YTD | +8.0% | +15.8% | -7.8% | -18.5% |
| 1Y | +18.7% | +20.8% | -2.2% | -17.0% |
| 3Y | +999.1% | +65.3% | +933.8% | +379.4% |
| 5Y | +181.7% | +76.6% | +105.1% | +13.1% |
| All | +250.7% | +79.7% | +170.9% | +61.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling