+434.5%
VLO vs HTZ
-91.9%
+526.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -20.8% | +16.9% | -2.8% |
| 7D | -8.7% | -7.7% | -0.9% | -8.4% |
| 30D | -16.2% | -13.1% | -3.1% | -15.8% |
| 3M | +16.2% | +14.7% | +1.4% | +14.0% |
| 6M | +39.8% | -70.6% | +110.4% | +47.8% |
| YTD | +119.0% | -65.2% | +184.1% | +126.5% |
| 1Y | +110.8% | -73.2% | +184.0% | +122.0% |
| 3Y | +201.7% | -80.8% | +282.5% | +210.9% |
| 5Y | +426.2% | -94.8% | +521.0% | +513.9% |
| All | +434.5% | -91.9% | +526.4% | +488.2% |
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 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