+546.8%
VRT vs HTZ
-91.9%
+638.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -20.8% | +6.8% | -11.3% |
| 7D | -28.1% | -7.7% | -20.4% | -27.4% |
| 30D | -30.2% | -13.1% | -17.1% | -29.2% |
| 3M | -36.4% | +14.7% | -51.1% | -38.7% |
| 6M | -48.2% | -70.6% | +22.5% | -41.3% |
| YTD | +9.2% | -65.2% | +74.3% | +19.5% |
| 1Y | -7.2% | -73.2% | +66.0% | +4.8% |
| 3Y | +338.7% | -80.8% | +419.5% | +381.5% |
| 5Y | +542.8% | -94.8% | +637.6% | +808.2% |
| All | +546.8% | -91.9% | +638.7% | +809.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling