-86.5%
HTZ vs VO
+56.6%
-143.2%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.7% |
| 7D | +7.5% | -0.3% | +7.7% | +7.9% |
| 30D | +47.4% | -0.3% | +47.8% | +47.9% |
| 3M | -54.9% | +2.9% | -57.8% | -57.8% |
| 6M | -47.0% | +9.3% | -56.4% | -55.4% |
| YTD | -55.3% | +14.2% | -69.4% | -65.1% |
| 1Y | -57.6% | +15.3% | -72.9% | -67.6% |
| All | -86.5% | +56.6% | -143.2% | -94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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