+123.8%
HZO price history and return analytics
+13.3%
+110.5%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.3% | -1.6% | +1.9% | +2.3% |
| 30D | +0.6% | -2.5% | +3.1% | +3.7% |
| 3M | +49.9% | -1.3% | +51.2% | +51.1% |
| 6M | +77.4% | +3.1% | +74.3% | +66.3% |
| YTD | +117.3% | +10.9% | +106.4% | +82.5% |
| All | +123.8% | +13.3% | +110.5% | +79.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling