-76.1%
HTZ vs VIG
+17.3%
-93.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.3% | -8.2% | -8.7% |
| 7D | -27.5% | +1.0% | -28.5% | -27.7% |
| 30D | -21.9% | +4.5% | -26.4% | -28.7% |
| 3M | -29.2% | +2.1% | -31.3% | -31.2% |
| 6M | -75.2% | +10.5% | -85.7% | -80.6% |
| YTD | -70.8% | +15.1% | -85.9% | -78.8% |
| 1Y | -76.1% | +16.9% | -93.0% | -83.7% |
| All | -76.1% | +17.3% | -93.4% | -83.7% |
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