+32.0%
VNQ vs HTZ
-85.8%
+117.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.7% |
| 7D | -1.3% | +7.5% | -8.7% | -1.6% |
| 30D | -2.9% | +47.4% | -50.4% | -5.2% |
| 3M | +0.8% | -54.9% | +55.7% | +3.8% |
| 6M | +2.5% | -47.0% | +49.5% | +4.1% |
| YTD | +10.6% | -55.3% | +65.9% | +13.3% |
| 1Y | +9.1% | -57.6% | +66.7% | +11.3% |
| All | +32.0% | -85.8% | +117.8% | +56.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling