+14.4%
VGT vs HTZ
-75.3%
+89.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -8.4% | +9.7% | +1.9% |
| 7D | -7.2% | -14.6% | +7.4% | -6.2% |
| 30D | -16.1% | -20.8% | +4.6% | -15.0% |
| 3M | -9.2% | -18.8% | +9.6% | -8.5% |
| 6M | -0.7% | -74.7% | +74.0% | +7.3% |
| YTD | +15.6% | -68.1% | +83.6% | +20.5% |
| 1Y | +14.4% | -73.5% | +87.8% | +20.9% |
| All | +14.4% | -75.3% | +89.7% | +20.9% |
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