+73.7%
VTI vs HTZ
-92.5%
+166.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -8.4% | +8.8% | +0.9% |
| 7D | -2.6% | -14.6% | +12.0% | -1.7% |
| 30D | -5.0% | -20.8% | +15.8% | -3.8% |
| 3M | -4.3% | -18.8% | +14.5% | -3.7% |
| 6M | +0.6% | -74.7% | +75.3% | +7.9% |
| YTD | +8.9% | -68.1% | +77.0% | +14.1% |
| 1Y | +11.1% | -73.5% | +84.6% | +17.8% |
| 3Y | +74.5% | -81.8% | +156.3% | +83.0% |
| 5Y | +60.1% | -95.2% | +155.3% | +86.8% |
| All | +73.7% | -92.5% | +166.3% | +100.8% |
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