-93.1%
HTZ vs VO
+38.9%
-132.0%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.9% | +8.3% | +7.8% |
| 7D | +18.9% | +1.0% | +18.0% | +17.2% |
| 30D | +26.3% | +2.6% | +23.6% | +21.4% |
| 3M | +49.7% | -0.3% | +49.9% | +50.7% |
| 6M | -61.1% | +7.6% | -68.7% | -65.6% |
| YTD | -56.0% | +14.7% | -70.8% | -64.5% |
| 1Y | -66.4% | +16.4% | -82.9% | -73.4% |
| 3Y | -75.8% | +66.2% | -142.0% | -88.7% |
| 5Y | -93.1% | +39.1% | -132.2% | -95.3% |
| All | -93.1% | +38.9% | -132.0% | -95.3% |
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