-93.9%
HTZ vs VEU
+46.4%
-140.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.2% | -8.6% | -8.7% |
| 7D | -14.6% | -1.6% | -12.9% | -11.3% |
| 30D | -20.8% | -4.3% | -16.4% | -14.3% |
| 3M | -18.8% | -5.8% | -13.0% | -9.7% |
| 6M | -74.7% | -4.4% | -70.3% | -72.6% |
| YTD | -68.1% | +8.7% | -76.7% | -71.2% |
| 1Y | -73.5% | +12.6% | -86.1% | -77.3% |
| 3Y | -81.8% | +65.2% | -147.1% | -91.1% |
| 5Y | -95.2% | +45.5% | -140.8% | -97.2% |
| All | -93.9% | +46.4% | -140.3% | -96.3% |
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