+107.7%
VSH vs HTZ
-75.1%
+182.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -6.1% | +1.5% | -3.3% |
| 7D | +26.2% | -14.0% | +40.2% | +30.0% |
| 30D | -12.5% | -19.8% | +7.3% | -8.4% |
| 3M | -16.9% | -45.0% | +28.1% | -7.2% |
| 6M | -17.0% | -73.2% | +56.3% | +7.7% |
| YTD | +93.8% | -70.0% | +163.9% | +138.1% |
| All | +107.7% | -75.1% | +182.8% | +177.1% |
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 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