-82.5%
HTZ vs VTEB
+11.3%
-93.8%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.4% | -7.6% | -7.0% |
| 7D | -27.5% | +0.7% | -28.2% | -28.8% |
| 30D | -21.9% | +4.0% | -25.9% | -29.3% |
| 3M | -29.2% | -0.5% | -28.7% | -27.9% |
| 6M | -75.2% | -0.6% | -74.6% | -74.7% |
| YTD | -70.8% | +0.4% | -71.3% | -70.9% |
| 1Y | -76.1% | +0.8% | -76.9% | -76.3% |
| 3Y | -82.5% | +11.5% | -94.0% | -87.9% |
| All | -82.5% | +11.3% | -93.8% | -87.9% |
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