+35.4%
VWO vs HTZ
-86.9%
+122.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.3% | +4.7% | -0.3% |
| 7D | +0.2% | -10.4% | +10.6% | +0.7% |
| 30D | +0.9% | -2.4% | +3.3% | +0.7% |
| 3M | +4.3% | -60.9% | +65.1% | +8.0% |
| 6M | +10.5% | -50.2% | +60.8% | +12.7% |
| YTD | +13.4% | -59.7% | +73.1% | +16.7% |
| 1Y | +18.6% | -66.0% | +84.6% | +22.4% |
| 3Y | +65.8% | -87.1% | +152.9% | +80.0% |
| All | +35.4% | -86.9% | +122.3% | +49.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling