+31.0%
HAUZ price history and return analytics
+229.8%
-198.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.2% |
| 7D | -2.8% | -1.1% | -1.7% | -2.0% |
| 30D | -4.0% | -1.0% | -3.1% | -3.3% |
| 3M | -2.7% | +3.2% | -5.8% | -5.0% |
| 6M | -6.1% | +12.5% | -18.6% | -14.0% |
| YTD | -3.8% | +14.1% | -17.8% | -12.8% |
| 1Y | -4.5% | +18.9% | -23.4% | -16.1% |
| 3Y | +22.7% | +74.1% | -51.4% | -19.2% |
| 5Y | -8.5% | +66.9% | -75.3% | -38.3% |
| All | +31.0% | +229.8% | -198.8% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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