+125.2%
VGT vs HTZ
-92.5%
+217.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -8.4% | +9.7% | +2.0% |
| 7D | -7.2% | -14.6% | +7.4% | -6.2% |
| 30D | -16.1% | -20.8% | +4.6% | -14.9% |
| 3M | -9.2% | -18.8% | +9.6% | -8.5% |
| 6M | -0.7% | -74.7% | +74.0% | +7.6% |
| YTD | +15.6% | -68.1% | +83.6% | +22.0% |
| 1Y | +14.4% | -73.5% | +87.8% | +22.3% |
| 3Y | +105.2% | -81.8% | +187.0% | +117.2% |
| 5Y | +100.0% | -95.2% | +195.3% | +141.8% |
| All | +125.2% | -92.5% | +217.7% | +169.6% |
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