+82.4%
VTV vs HTZ
-92.5%
+175.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.4% | +8.0% | 0.0% |
| 7D | -2.2% | -14.6% | +12.4% | -1.5% |
| 30D | +2.2% | -20.8% | +23.0% | +3.2% |
| 3M | +0.3% | -18.8% | +19.1% | +0.7% |
| 6M | +8.3% | -74.7% | +83.0% | +14.6% |
| YTD | +18.5% | -68.1% | +86.6% | +23.1% |
| 1Y | +23.0% | -73.5% | +96.5% | +29.0% |
| 3Y | +72.6% | -81.8% | +154.5% | +79.0% |
| 5Y | +73.3% | -95.2% | +168.5% | +93.5% |
| All | +82.4% | -92.5% | +175.0% | +102.8% |
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