-86.4%
HTZ vs VMC
+52.7%
-139.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.7% |
| 7D | +7.5% | -4.3% | +11.8% | +10.6% |
| 30D | +47.4% | -8.2% | +55.7% | +55.7% |
| 3M | -54.9% | -7.0% | -47.9% | -53.9% |
| 6M | -47.0% | -10.8% | -36.2% | -44.0% |
| YTD | -55.3% | -7.4% | -47.9% | -54.5% |
| 1Y | -57.6% | -9.5% | -48.2% | -56.3% |
| 3Y | -86.6% | +20.5% | -107.1% | -89.3% |
| All | -86.4% | +52.7% | -139.0% | -91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 5y: compounded portfolio wealth divided by compounded VMC 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…
5y analysis · Full analysis span regression · 6 months rolling