+420.0%
VLO vs HTZ
-95.4%
+515.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -8.4% | +7.0% | -1.0% |
| 7D | -13.3% | -14.6% | +1.3% | -12.8% |
| 30D | -18.3% | -20.8% | +2.5% | -17.6% |
| 3M | +14.3% | -18.8% | +33.2% | +14.6% |
| 6M | +47.6% | -74.7% | +122.3% | +57.1% |
| YTD | +116.0% | -68.1% | +184.1% | +123.9% |
| 1Y | +101.0% | -73.5% | +174.5% | +110.8% |
| 3Y | +199.0% | -81.8% | +280.8% | +209.2% |
| All | +420.0% | -95.4% | +515.4% | +518.6% |
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