+25.3%
V vs HTZ
-72.5%
+97.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -20.8% | +17.6% | -3.1% |
| 7D | +2.9% | -7.7% | +10.7% | +3.1% |
| 30D | +14.0% | -13.1% | +27.1% | +14.2% |
| 3M | +14.9% | +14.7% | +0.1% | +15.3% |
| 6M | +31.7% | -70.6% | +102.4% | +32.0% |
| YTD | +21.2% | -65.2% | +86.4% | +19.9% |
| 1Y | +25.3% | -73.2% | +98.5% | +27.8% |
| All | +25.3% | -72.5% | +97.7% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 1y: compounded portfolio wealth divided by compounded HTZ 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…
1y analysis · Full analysis span regression · 6 months rolling