-79.0%
HTZ vs VLTO
+54.7%
-133.7%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.6% | +8.6% | +8.9% |
| 7D | +18.9% | +13.8% | +5.1% | +12.8% |
| 30D | +26.3% | +21.2% | +5.1% | +16.7% |
| 3M | +49.7% | +21.5% | +28.2% | +38.3% |
| 6M | -61.1% | +33.0% | -94.1% | -65.8% |
| YTD | -56.0% | +17.8% | -73.8% | -58.7% |
| 1Y | -66.4% | +18.1% | -84.5% | -68.5% |
| 3Y | -75.8% | +67.6% | -143.4% | -81.5% |
| All | -79.0% | +54.7% | -133.7% | -83.7% |
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