+42.7%
VXUS vs HTZ
-95.4%
+138.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -8.4% | +8.5% | +0.7% |
| 7D | -1.8% | -14.6% | +12.8% | -0.9% |
| 30D | -4.6% | -20.8% | +16.2% | -3.4% |
| 3M | -6.1% | -18.8% | +12.7% | -5.6% |
| 6M | -4.9% | -74.7% | +69.8% | +1.7% |
| YTD | +8.1% | -68.1% | +76.1% | +13.1% |
| 1Y | +12.1% | -73.5% | +85.6% | +18.6% |
| 3Y | +63.9% | -81.8% | +145.7% | +72.8% |
| All | +42.7% | -95.4% | +138.1% | +68.3% |
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