+47.3%
VXUS vs HTZ
-93.2%
+140.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.0% | +7.3% | -0.2% |
| 7D | +0.5% | -27.5% | +28.0% | +2.3% |
| 30D | -2.5% | -21.9% | +19.3% | -1.4% |
| 3M | -4.6% | -29.2% | +24.6% | -3.3% |
| 6M | -2.6% | -75.2% | +72.6% | +3.8% |
| YTD | +10.4% | -70.8% | +81.2% | +15.8% |
| 1Y | +12.9% | -76.1% | +89.0% | +19.7% |
| 3Y | +68.4% | -82.5% | +150.9% | +75.3% |
| 5Y | +47.7% | -94.1% | +141.8% | +66.2% |
| All | +47.3% | -93.2% | +140.5% | +67.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling