-18.2%
HERZ vs VT
+53.2%
-71.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.1% | -0.4% |
| 7D | -4.8% | -4.2% | -0.6% | -2.2% |
| 30D | -10.6% | -5.8% | -4.8% | -7.2% |
| 3M | -13.7% | -5.2% | -8.5% | -10.9% |
| 6M | -19.3% | +0.1% | -19.5% | -19.8% |
| YTD | -36.0% | +8.2% | -44.2% | -39.9% |
| 1Y | +13.1% | +10.1% | +3.0% | +4.7% |
| 3Y | +38.8% | +69.7% | -30.8% | -6.3% |
| 5Y | -18.2% | +53.4% | -71.5% | -41.4% |
| All | -18.2% | +53.2% | -71.4% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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