+84.4%
VTV vs HTZ
-89.5%
+174.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.6% | -0.3% |
| 7D | +0.5% | +7.5% | -7.0% | +0.1% |
| 30D | +1.1% | +47.4% | -46.3% | -1.4% |
| 3M | +5.9% | -54.9% | +60.8% | +9.0% |
| 6M | +11.6% | -47.0% | +58.6% | +13.4% |
| YTD | +19.8% | -55.3% | +75.1% | +22.7% |
| 1Y | +26.2% | -57.6% | +83.9% | +28.8% |
| 3Y | +68.5% | -86.6% | +155.1% | +83.2% |
| 5Y | +79.9% | -86.1% | +166.0% | +91.5% |
| All | +84.4% | -89.5% | +174.0% | +102.1% |
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 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