-86.5%
HTZ vs VTEB
+9.3%
-95.9%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.2% |
| 7D | +7.5% | -0.8% | +8.2% | +9.6% |
| 30D | +47.4% | -1.3% | +48.8% | +52.8% |
| 3M | -54.9% | -2.1% | -52.8% | -52.4% |
| 6M | -47.0% | -1.7% | -45.3% | -44.6% |
| YTD | -55.3% | -0.6% | -54.7% | -54.4% |
| 1Y | -57.6% | +3.1% | -60.7% | -60.1% |
| All | -86.5% | +9.3% | -95.9% | -90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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