+171.0%
VRTX vs HTZ
-93.2%
+264.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.0% | +7.4% | -0.3% |
| 7D | +3.2% | -27.5% | +30.8% | +4.0% |
| 30D | +7.4% | -21.9% | +29.3% | +8.0% |
| 3M | +4.6% | -29.2% | +33.8% | +5.3% |
| 6M | +27.5% | -75.2% | +102.7% | +31.2% |
| YTD | +20.9% | -70.8% | +91.7% | +23.5% |
| 1Y | +30.1% | -76.1% | +106.2% | +33.6% |
| 3Y | +46.6% | -82.5% | +129.1% | +50.9% |
| 5Y | +191.6% | -94.1% | +285.7% | +214.8% |
| All | +171.0% | -93.2% | +264.1% | +193.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling