-94.4%
HTZ vs VOO
+88.2%
-182.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.3% | -7.6% | -7.5% |
| 7D | -27.5% | -0.6% | -27.0% | -26.0% |
| 30D | -21.9% | -3.6% | -18.2% | -16.6% |
| 3M | -29.2% | -2.7% | -26.5% | -25.4% |
| 6M | -75.2% | +2.2% | -77.5% | -75.7% |
| YTD | -70.8% | +10.9% | -81.7% | -74.2% |
| 1Y | -76.1% | +11.3% | -87.4% | -78.9% |
| 3Y | -82.5% | +76.9% | -159.4% | -92.2% |
| 5Y | -94.1% | +73.5% | -167.6% | -97.1% |
| All | -94.4% | +88.2% | -182.6% | -97.6% |
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