-74.0%
HTZ vs ITOT
+12.4%
-86.4%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | -5.7% |
| 7D | -16.4% | +0.2% | -16.6% | -14.9% |
| 30D | -15.1% | -3.0% | -12.1% | -8.2% |
| 3M | -28.2% | -2.7% | -25.5% | -22.7% |
| 6M | -73.1% | +2.6% | -75.7% | -74.0% |
| YTD | -68.3% | +11.5% | -79.8% | -73.8% |
| All | -74.0% | +12.4% | -86.4% | -78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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