+44.0%
VXUS vs HTZ
-91.9%
+135.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -20.8% | +17.1% | -2.5% |
| 7D | -3.4% | -7.7% | +4.3% | -3.1% |
| 30D | -5.8% | -13.1% | +7.3% | -5.3% |
| 3M | -6.4% | +14.7% | -21.2% | -8.0% |
| 6M | -2.5% | -70.6% | +68.1% | +2.9% |
| YTD | +7.9% | -65.2% | +73.1% | +12.1% |
| 1Y | +11.5% | -73.2% | +84.7% | +17.5% |
| 3Y | +63.4% | -80.8% | +144.3% | +70.0% |
| 5Y | +42.9% | -94.8% | +137.7% | +60.1% |
| All | +44.0% | -91.9% | +135.9% | +61.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling