-81.8%
HTZ vs ITOT
+74.2%
-156.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.4% | -8.8% | -8.9% |
| 7D | -14.6% | -2.7% | -11.9% | -9.9% |
| 30D | -20.8% | -5.2% | -15.6% | -13.5% |
| 3M | -18.8% | -4.4% | -14.4% | -12.2% |
| 6M | -74.7% | +0.4% | -75.1% | -74.4% |
| YTD | -68.1% | +8.8% | -76.9% | -70.6% |
| 1Y | -73.5% | +11.0% | -84.5% | -76.1% |
| 3Y | -81.8% | +74.4% | -156.3% | -93.5% |
| All | -81.8% | +74.2% | -156.0% | -93.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling