-78.6%
HTZ vs VLTO
+27.2%
-105.8%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +2.0% |
| 7D | +7.5% | -2.3% | +9.8% | +8.5% |
| 30D | +47.4% | -0.9% | +48.3% | +48.0% |
| 3M | -54.9% | +13.8% | -68.7% | -57.9% |
| 6M | -47.0% | +2.0% | -49.0% | -47.6% |
| YTD | -55.3% | -3.2% | -52.1% | -54.5% |
| 1Y | -57.6% | -9.2% | -48.5% | -55.3% |
| All | -78.6% | +27.2% | -105.8% | -82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling