+199.0%
VLO vs HTZ
-82.6%
+281.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -8.4% | +7.0% | -1.2% |
| 7D | -13.3% | -14.6% | +1.3% | -13.0% |
| 30D | -18.3% | -20.8% | +2.5% | -17.9% |
| 3M | +14.3% | -18.8% | +33.2% | +14.4% |
| 6M | +47.6% | -74.7% | +122.3% | +53.4% |
| YTD | +116.0% | -68.1% | +184.1% | +120.4% |
| 1Y | +101.0% | -73.5% | +174.5% | +106.7% |
| 3Y | +199.0% | -81.8% | +280.8% | +195.7% |
| All | +199.0% | -82.6% | +281.6% | +195.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling