-86.5%
HTZ vs VIG
+56.4%
-142.9%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +2.2% |
| 7D | +7.5% | -0.4% | +7.9% | +8.3% |
| 30D | +47.4% | -1.0% | +48.4% | +50.3% |
| 3M | -54.9% | +2.8% | -57.7% | -57.2% |
| 6M | -47.0% | +8.2% | -55.2% | -54.1% |
| YTD | -55.3% | +11.0% | -66.3% | -62.7% |
| 1Y | -57.6% | +16.1% | -73.8% | -67.6% |
| All | -86.5% | +56.4% | -142.9% | -95.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling