+67.7%
VWO vs HTZ
-85.8%
+153.5%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.7% |
| 7D | +1.1% | +7.5% | -6.4% | +0.8% |
| 30D | +2.4% | +47.4% | -45.1% | +0.6% |
| 3M | +2.0% | -54.9% | +56.9% | +4.2% |
| 6M | +10.7% | -47.0% | +57.7% | +12.1% |
| YTD | +14.4% | -55.3% | +69.7% | +16.5% |
| 1Y | +22.7% | -57.6% | +80.4% | +24.7% |
| All | +67.7% | -85.8% | +153.5% | +78.6% |
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