-91.5%
HTZ vs VIG
+71.1%
-162.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +2.1% |
| 7D | +7.5% | -0.4% | +7.9% | +8.2% |
| 30D | +47.4% | -1.0% | +48.4% | +50.0% |
| 3M | -54.9% | +2.8% | -57.7% | -57.0% |
| 6M | -47.0% | +8.2% | -55.2% | -53.3% |
| YTD | -55.3% | +11.0% | -66.3% | -62.0% |
| 1Y | -57.6% | +16.1% | -73.8% | -66.6% |
| 3Y | -86.6% | +56.2% | -142.8% | -93.3% |
| 5Y | -86.1% | +63.0% | -149.1% | -93.1% |
| All | -91.5% | +71.1% | -162.6% | -96.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling