-91.5%
HTZ vs VT
+72.4%
-163.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.4% |
| 7D | +7.5% | +0.4% | +7.0% | +6.7% |
| 30D | +47.4% | +1.0% | +46.5% | +45.3% |
| 3M | -54.9% | +2.4% | -57.3% | -56.7% |
| 6M | -47.0% | +12.0% | -59.0% | -55.5% |
| YTD | -55.3% | +15.3% | -70.6% | -64.0% |
| 1Y | -57.6% | +22.6% | -80.2% | -69.3% |
| 3Y | -86.6% | +74.7% | -161.3% | -94.4% |
| 5Y | -86.1% | +66.1% | -152.3% | -93.0% |
| All | -91.5% | +72.4% | -163.9% | -96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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