-73.5%
HTZ vs VEU
+12.3%
-85.7%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.2% | -8.6% | -8.7% |
| 7D | -14.6% | -1.6% | -12.9% | -10.9% |
| 30D | -20.8% | -4.3% | -16.4% | -14.1% |
| 3M | -18.8% | -5.8% | -13.0% | -9.4% |
| 6M | -74.7% | -4.4% | -70.3% | -72.4% |
| YTD | -68.1% | +8.7% | -76.7% | -72.1% |
| 1Y | -73.5% | +12.6% | -86.1% | -78.7% |
| All | -73.5% | +12.3% | -85.7% | -78.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling