-4.8%
VEEV vs HTZ
-94.3%
+89.5%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.1% | +5.3% | -0.3% |
| 7D | -2.5% | -14.0% | +11.5% | -1.5% |
| 30D | +0.3% | -19.8% | +20.1% | +1.4% |
| 3M | +25.2% | -45.0% | +70.2% | +29.7% |
| 6M | +89.7% | -73.2% | +162.9% | +104.4% |
| YTD | +35.5% | -70.0% | +105.5% | +42.8% |
| 1Y | +1.8% | -75.7% | +77.5% | +9.4% |
| 3Y | +83.2% | -82.1% | +165.2% | +94.0% |
| 5Y | -4.8% | -94.3% | +89.5% | +24.6% |
| All | -4.8% | -94.3% | +89.5% | +24.6% |
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