+23.6%
VRT vs HTZ
-75.7%
+99.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.6% | -1.0% | -3.3% |
| 7D | +10.5% | -8.5% | +19.0% | +11.7% |
| 30D | -9.3% | -18.9% | +9.6% | -7.1% |
| 3M | -29.6% | -36.0% | +6.4% | -25.9% |
| 6M | -45.4% | -74.6% | +29.2% | -34.8% |
| YTD | +24.8% | -70.8% | +95.6% | +43.8% |
| 1Y | +23.6% | -75.3% | +98.9% | +43.4% |
| All | +23.6% | -75.7% | +99.3% | +43.4% |
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