-12.3%
VEEV vs HTZ
-89.5%
+77.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.3% | -4.6% | -3.4% |
| 7D | -0.6% | +7.5% | -8.1% | -1.1% |
| 30D | +28.8% | +47.4% | -18.6% | +24.6% |
| 3M | +54.0% | -54.9% | +108.9% | +60.1% |
| 6M | +46.0% | -47.0% | +93.0% | +48.1% |
| YTD | +23.2% | -55.3% | +78.5% | +26.7% |
| 1Y | +1.9% | -57.6% | +59.5% | +4.2% |
| 3Y | +27.0% | -86.6% | +113.6% | +46.5% |
| 5Y | -13.4% | -86.1% | +72.7% | +0.7% |
| All | -12.3% | -89.5% | +77.3% | +3.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling