+51.8%
VWO vs HTZ
-82.6%
+134.4%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -8.4% | +10.3% | +2.2% |
| 7D | -0.4% | -14.6% | +14.2% | +0.1% |
| 30D | -7.6% | -20.8% | +13.2% | -6.9% |
| 3M | -7.6% | -18.8% | +11.2% | -7.3% |
| 6M | -8.7% | -74.7% | +66.0% | -5.1% |
| YTD | +3.2% | -68.1% | +71.3% | +6.1% |
| 1Y | +3.6% | -73.5% | +77.1% | +7.0% |
| 3Y | +51.8% | -81.8% | +133.6% | +59.5% |
| All | +51.8% | -82.6% | +134.4% | +59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling