+19.9%
VGT vs HTZ
-60.6%
+80.5%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +9.2% | -8.9% | -0.2% |
| 7D | -6.5% | +18.9% | -25.5% | -7.4% |
| 30D | -10.6% | +26.3% | -36.8% | -11.8% |
| 3M | -3.7% | +49.7% | -53.4% | -6.7% |
| 6M | +10.4% | -61.1% | +71.5% | +16.0% |
| YTD | +23.1% | -56.0% | +79.1% | +25.9% |
| 1Y | +19.9% | -66.4% | +86.3% | +26.1% |
| All | +19.9% | -60.6% | +80.5% | +26.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling