-80.2%
HTZ vs VIG
+63.1%
-143.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.3% | -17.5% | -14.2% |
| 7D | -7.7% | -2.0% | -5.8% | -2.5% |
| 30D | -13.1% | +2.7% | -15.8% | -15.8% |
| 3M | +14.7% | +0.3% | +14.4% | +16.6% |
| 6M | -70.6% | +7.6% | -78.2% | -73.7% |
| YTD | -65.2% | +12.5% | -77.7% | -70.8% |
| 1Y | -73.2% | +14.8% | -88.0% | -78.2% |
| All | -80.2% | +63.1% | -143.3% | -93.3% |
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