0.0%
VRT vs HTZ
-75.3%
+75.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -8.4% | +11.8% | +4.5% |
| 7D | -21.4% | -14.6% | -6.8% | -19.7% |
| 30D | -25.8% | -20.8% | -5.0% | -23.8% |
| 3M | -33.5% | -18.8% | -14.7% | -32.6% |
| 6M | -49.0% | -74.7% | +25.7% | -39.2% |
| YTD | +12.9% | -68.1% | +81.0% | +28.1% |
| 1Y | 0.0% | -73.5% | +73.5% | +14.0% |
| All | 0.0% | -75.3% | +75.3% | +14.0% |
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