+2.9%
VRSK vs HTZ
-90.7%
+93.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.2% |
| 7D | -7.7% | -9.7% | +2.0% | -7.6% |
| 30D | -2.8% | -16.3% | +13.5% | -2.6% |
| 3M | -3.7% | -58.8% | +55.1% | -2.6% |
| 6M | -12.8% | -48.9% | +36.1% | -12.7% |
| YTD | -21.0% | -60.1% | +39.1% | -20.4% |
| 1Y | -32.5% | -65.0% | +32.5% | -31.9% |
| 3Y | -26.5% | -87.2% | +60.7% | -21.9% |
| 5Y | -11.5% | -87.1% | +75.6% | -6.2% |
| All | +2.9% | -90.7% | +93.6% | +11.5% |
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