+63.4%
VSH vs HTZ
-60.6%
+124.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +9.2% | -14.2% | -6.9% |
| 7D | -13.6% | +18.9% | -32.6% | -16.7% |
| 30D | -30.4% | +26.3% | -56.6% | -33.8% |
| 3M | -33.3% | +49.7% | -82.9% | -40.4% |
| 6M | -15.1% | -61.1% | +46.0% | +1.9% |
| YTD | +80.2% | -56.0% | +136.3% | +103.7% |
| 1Y | +63.4% | -66.4% | +129.8% | +107.8% |
| All | +63.4% | -60.6% | +124.0% | +107.8% |
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