+56.5%
VSH vs HTZ
-89.5%
+146.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.3% | +3.1% | +4.2% |
| 7D | +4.1% | +7.5% | -3.4% | +3.0% |
| 30D | -4.2% | +47.4% | -51.6% | -10.4% |
| 3M | -50.0% | -54.9% | +4.9% | -45.7% |
| 6M | +80.2% | -47.0% | +127.2% | +89.7% |
| YTD | +121.1% | -55.3% | +176.3% | +137.6% |
| 1Y | +112.0% | -57.6% | +169.6% | +126.0% |
| 3Y | +22.5% | -86.6% | +109.1% | +44.8% |
| 5Y | +64.0% | -86.1% | +150.2% | +88.9% |
| All | +56.5% | -89.5% | +146.1% | +87.8% |
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 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