-74.3%
HTZ vs VYM
+19.7%
-94.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.9% | +8.4% | +6.6% |
| 7D | -27.4% | -0.2% | -27.3% | -25.7% |
| 30D | -11.4% | +3.6% | -15.0% | -17.6% |
| 3M | -33.1% | -0.1% | -32.9% | -31.2% |
| 6M | -73.5% | +7.1% | -80.6% | -77.7% |
| YTD | -68.1% | +17.0% | -85.1% | -78.1% |
| 1Y | -74.3% | +19.0% | -93.3% | -83.5% |
| All | -74.3% | +19.7% | -94.0% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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