+39.1%
HERZ price history and return analytics
+356.5%
-317.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.0% | +1.0% |
| 7D | +0.2% | +2.4% | -2.2% | -1.6% |
| 30D | -11.9% | -1.5% | -10.4% | -11.1% |
| 3M | -17.5% | -4.1% | -13.4% | -15.1% |
| 6M | -23.0% | +0.6% | -23.6% | -23.7% |
| YTD | -35.9% | +11.0% | -46.9% | -41.4% |
| 1Y | +6.3% | +13.3% | -7.0% | -4.4% |
| 3Y | +52.4% | +73.4% | -21.0% | -1.6% |
| 5Y | -19.6% | +57.4% | -77.1% | -44.7% |
| 10Y | +31.9% | +221.7% | -189.8% | -44.8% |
| All | +39.1% | +356.5% | -317.4% | -49.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling