-91.5%
HTZ vs VOO
+92.7%
-184.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.8% |
| 7D | +7.5% | +0.1% | +7.4% | +7.3% |
| 30D | +47.4% | +0.1% | +47.4% | +47.1% |
| 3M | -54.9% | +2.0% | -56.9% | -56.3% |
| 6M | -47.0% | +13.0% | -60.0% | -55.2% |
| YTD | -55.3% | +13.6% | -68.8% | -62.3% |
| 1Y | -57.6% | +20.1% | -77.7% | -67.1% |
| 3Y | -86.6% | +77.6% | -164.2% | -94.1% |
| 5Y | -86.1% | +82.4% | -168.6% | -93.6% |
| All | -91.5% | +92.7% | -184.2% | -96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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