+8.8%
HZO price history and return analytics
+65.7%
-56.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.3% |
| 7D | +0.1% | -1.1% | +1.2% | +1.8% |
| 30D | +0.2% | -1.0% | +1.1% | +1.6% |
| 3M | +55.3% | +3.2% | +52.1% | +47.2% |
| 6M | +91.9% | +12.5% | +79.5% | +59.4% |
| YTD | +115.5% | +14.1% | +101.4% | +75.9% |
| 1Y | +95.6% | +18.9% | +76.7% | +50.3% |
| 3Y | +65.3% | +74.1% | -8.8% | -22.4% |
| All | +8.8% | +65.7% | -56.9% | -41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling