+3.8%
VUG vs HTZ
-73.6%
+77.3%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +9.3% | -7.7% | +1.2% |
| 7D | -1.1% | -27.4% | +26.4% | +0.3% |
| 30D | -7.0% | -11.4% | +4.3% | -6.5% |
| 3M | -3.7% | -33.1% | +29.4% | -2.5% |
| 6M | -1.6% | -73.5% | +71.9% | +4.1% |
| YTD | +5.1% | -68.1% | +73.2% | +8.3% |
| 1Y | +3.8% | -74.3% | +78.1% | +9.5% |
| All | +3.8% | -73.6% | +77.3% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling