+64.6%
VTI vs HTZ
-94.4%
+159.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | -0.2% |
| 7D | +2.5% | -8.5% | +11.1% | +3.1% |
| 30D | -1.5% | -18.9% | +17.4% | -0.4% |
| 3M | -3.2% | -36.0% | +32.8% | -0.8% |
| 6M | +2.3% | -74.6% | +76.9% | +10.1% |
| YTD | +11.6% | -70.8% | +82.5% | +18.0% |
| 1Y | +13.8% | -75.3% | +89.1% | +21.6% |
| 3Y | +77.4% | -81.6% | +159.0% | +86.6% |
| All | +64.6% | -94.4% | +159.0% | +105.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling