+231.9%
VLO vs HTZ
-82.4%
+314.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +3.9% | +1.4% |
| 7D | +9.6% | -8.5% | +18.2% | +9.9% |
| 30D | -17.4% | -18.9% | +1.5% | -17.1% |
| 3M | +10.8% | -36.0% | +46.8% | +11.8% |
| 6M | +56.9% | -74.6% | +131.5% | +62.8% |
| YTD | +136.8% | -70.8% | +207.6% | +142.1% |
| 1Y | +120.7% | -75.3% | +196.0% | +127.2% |
| 3Y | +231.9% | -81.6% | +313.5% | +222.2% |
| All | +231.9% | -82.4% | +314.3% | +222.2% |
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