-66.4%
HTZ vs VIG
+19.5%
-85.9%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.1% | +7.1% | +3.7% |
| 7D | +18.9% | +2.7% | +16.2% | +11.2% |
| 30D | +26.3% | +7.0% | +19.2% | +6.5% |
| 3M | +49.7% | +4.0% | +45.7% | +36.0% |
| 6M | -61.1% | +12.3% | -73.4% | -71.3% |
| YTD | -56.0% | +16.4% | -72.4% | -69.6% |
| 1Y | -66.4% | +19.2% | -85.6% | -78.9% |
| All | -66.4% | +19.5% | -85.9% | -78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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