-91.6%
HTZ vs VOO
+92.4%
-184.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.6% | +7.6% | +6.9% |
| 7D | +18.9% | -0.7% | +19.7% | +20.3% |
| 30D | +26.3% | -1.1% | +27.3% | +28.5% |
| 3M | +49.7% | -0.3% | +50.0% | +50.8% |
| 6M | -61.1% | +7.4% | -68.5% | -64.7% |
| YTD | -56.0% | +13.4% | -69.4% | -62.7% |
| 1Y | -66.4% | +14.8% | -81.2% | -71.9% |
| 3Y | -75.8% | +83.3% | -159.1% | -89.8% |
| 5Y | -93.1% | +76.1% | -169.2% | -96.7% |
| All | -91.6% | +92.4% | -184.0% | -96.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling