-86.4%
HTZ vs VEU
+56.2%
-142.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +0.6% |
| 7D | +7.5% | +1.1% | +6.3% | +5.7% |
| 30D | +47.4% | +2.2% | +45.3% | +43.4% |
| 3M | -54.9% | +3.0% | -57.9% | -56.8% |
| 6M | -47.0% | +10.9% | -57.9% | -54.1% |
| YTD | -55.3% | +18.2% | -73.4% | -64.7% |
| 1Y | -57.6% | +28.3% | -85.9% | -70.6% |
| 3Y | -86.6% | +74.6% | -161.2% | -93.9% |
| All | -86.4% | +56.2% | -142.6% | -92.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling