+61.6%
VEA vs HTZ
-85.9%
+147.5%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.4% |
| 7D | +1.0% | +7.5% | -6.5% | +0.5% |
| 30D | +1.9% | +47.4% | -45.5% | -1.0% |
| 3M | +3.2% | -54.9% | +58.1% | +6.8% |
| 6M | +10.2% | -47.0% | +57.2% | +12.4% |
| YTD | +18.9% | -55.3% | +74.1% | +22.3% |
| 1Y | +29.3% | -57.6% | +87.0% | +32.4% |
| 3Y | +76.8% | -86.6% | +163.4% | +95.6% |
| All | +61.6% | -85.9% | +147.5% | +79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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