+13.8%
VRT vs HTZ
-60.6%
+74.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +9.2% | -22.1% | -13.8% |
| 7D | -15.4% | +18.9% | -34.3% | -17.1% |
| 30D | -19.0% | +26.3% | -45.2% | -21.6% |
| 3M | -23.8% | +49.7% | -73.5% | -29.1% |
| 6M | -37.9% | -61.1% | +23.2% | -29.9% |
| YTD | +27.0% | -56.0% | +83.0% | +38.6% |
| 1Y | +13.8% | -66.4% | +80.2% | +27.8% |
| All | +13.8% | -60.6% | +74.4% | +27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling