-93.4%
HTZ vs VEU
+46.1%
-139.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.7% | -17.1% | -15.3% |
| 7D | -7.7% | -3.4% | -4.3% | -1.6% |
| 30D | -13.1% | -5.6% | -7.5% | -4.2% |
| 3M | +14.7% | -6.2% | +21.0% | +28.4% |
| 6M | -70.6% | -2.0% | -68.6% | -69.3% |
| YTD | -65.2% | +8.5% | -73.6% | -68.5% |
| 1Y | -73.2% | +12.1% | -85.2% | -76.9% |
| 3Y | -80.8% | +64.7% | -145.5% | -90.5% |
| 5Y | -94.8% | +45.3% | -140.1% | -96.9% |
| All | -93.4% | +46.1% | -139.4% | -96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling