+104.6%
VGT vs HTZ
-94.4%
+199.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.9% | -1.5% |
| 7D | +2.5% | -8.5% | +11.0% | +3.1% |
| 30D | -9.5% | -18.9% | +9.4% | -8.2% |
| 3M | -9.5% | -36.0% | +26.5% | -6.8% |
| 6M | -1.8% | -74.6% | +72.8% | +6.9% |
| YTD | +18.4% | -70.8% | +89.2% | +26.3% |
| 1Y | +18.7% | -75.3% | +94.0% | +28.2% |
| 3Y | +103.8% | -81.6% | +185.4% | +116.2% |
| All | +104.6% | -94.4% | +199.1% | +170.3% |
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