+4.3%
VWO vs HTZ
-76.0%
+80.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.1% | +4.7% | -1.1% |
| 7D | +4.0% | -14.0% | +18.0% | +4.8% |
| 30D | -5.4% | -19.8% | +14.3% | -4.5% |
| 3M | -6.4% | -45.0% | +38.6% | -4.0% |
| 6M | -4.7% | -73.2% | +68.5% | +1.7% |
| YTD | +5.3% | -70.0% | +75.3% | +10.4% |
| 1Y | +4.3% | -75.7% | +80.0% | +10.5% |
| All | +4.3% | -76.0% | +80.4% | +10.5% |
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