-94.8%
HTZ vs VO
+33.1%
-127.9%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.5% | -17.3% | -14.9% |
| 7D | -7.7% | -3.3% | -4.4% | -1.0% |
| 30D | -13.1% | -1.8% | -11.3% | -9.1% |
| 3M | +14.7% | -3.4% | +18.1% | +23.4% |
| 6M | -70.6% | +3.0% | -73.6% | -71.7% |
| YTD | -65.2% | +10.7% | -75.9% | -69.8% |
| 1Y | -73.2% | +11.8% | -85.0% | -77.0% |
| 3Y | -80.8% | +60.4% | -141.2% | -90.3% |
| 5Y | -94.8% | +33.6% | -128.4% | -96.2% |
| All | -94.8% | +33.1% | -127.9% | -96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling