+20.8%
VRSK vs HTZ
-92.5%
+113.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +9.3% | -8.4% | +0.8% |
| 7D | +4.1% | -27.4% | +31.5% | +4.5% |
| 30D | +16.1% | -11.4% | +27.4% | +16.0% |
| 3M | +14.1% | -33.1% | +47.2% | +14.5% |
| 6M | +22.9% | -73.5% | +96.4% | +25.1% |
| YTD | -7.2% | -68.1% | +60.9% | -6.4% |
| 1Y | -3.4% | -74.3% | +70.9% | -1.8% |
| 3Y | -11.5% | -80.9% | +69.4% | -10.3% |
| 5Y | +0.2% | -93.8% | +94.0% | +7.7% |
| All | +20.8% | -92.5% | +113.4% | +31.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling