+53.9%
VEA vs HTZ
-92.5%
+146.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.4% | +8.0% | +0.1% |
| 7D | -2.2% | -14.6% | +12.4% | -1.4% |
| 30D | -3.4% | -20.8% | +17.4% | -2.2% |
| 3M | -5.6% | -18.8% | +13.2% | -5.1% |
| 6M | -3.4% | -74.7% | +71.2% | +3.1% |
| YTD | +9.7% | -68.1% | +77.8% | +14.8% |
| 1Y | +15.4% | -73.5% | +88.8% | +21.9% |
| 3Y | +68.5% | -81.8% | +150.3% | +75.8% |
| 5Y | +49.6% | -95.2% | +144.9% | +69.0% |
| All | +53.9% | -92.5% | +146.4% | +74.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling