-5.2%
VEEV vs HTZ
-95.4%
+90.2%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -8.4% | +6.3% | -1.5% |
| 7D | -2.9% | -14.6% | +11.6% | -2.1% |
| 30D | +7.5% | -20.8% | +28.3% | +8.9% |
| 3M | +39.5% | -18.8% | +58.3% | +40.1% |
| 6M | +81.5% | -74.7% | +156.2% | +96.8% |
| YTD | +36.1% | -68.1% | +104.2% | +42.9% |
| 1Y | +4.3% | -73.5% | +77.8% | +11.3% |
| 3Y | +54.8% | -81.8% | +136.7% | +65.0% |
| All | -5.2% | -95.4% | +90.2% | +23.8% |
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