+905.2%
VRT vs HTZ
-85.9%
+991.1%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.3% | +3.0% | +4.2% |
| 7D | +9.1% | +7.5% | +1.6% | +8.1% |
| 30D | +0.9% | +47.4% | -46.5% | -5.4% |
| 3M | -13.4% | -54.9% | +41.5% | -6.8% |
| 6M | +11.7% | -47.0% | +58.7% | +16.7% |
| YTD | +73.2% | -55.3% | +128.5% | +84.8% |
| 1Y | +123.4% | -57.6% | +181.1% | +135.6% |
| 3Y | +606.2% | -86.6% | +692.8% | +852.2% |
| All | +905.2% | -85.9% | +991.1% | +1,282.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling