+3.5%
VCIT vs HTZ
-92.9%
+96.5%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +9.2% | -8.6% | +0.5% |
| 7D | +0.4% | +18.9% | -18.5% | +0.2% |
| 30D | +2.2% | +26.3% | -24.1% | +1.8% |
| 3M | -1.8% | +49.7% | -51.5% | -2.5% |
| 6M | -1.6% | -61.1% | +59.5% | -0.8% |
| YTD | -1.7% | -56.0% | +54.3% | -1.2% |
| 1Y | -0.8% | -66.4% | +65.6% | +0.1% |
| 3Y | +19.3% | -75.8% | +95.1% | +20.4% |
| 5Y | +3.5% | -93.1% | +96.6% | +6.8% |
| All | +3.5% | -92.9% | +96.5% | +6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling