+166.4%
VRTX vs HTZ
-93.2%
+259.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | -0.7% |
| 7D | -1.6% | -8.5% | +7.0% | -1.3% |
| 30D | +8.0% | -18.9% | +27.0% | +8.5% |
| 3M | +4.3% | -36.0% | +40.3% | +5.3% |
| 6M | +18.9% | -74.6% | +93.5% | +22.3% |
| YTD | +18.8% | -70.8% | +89.6% | +21.4% |
| 1Y | +24.0% | -75.3% | +99.2% | +27.2% |
| 3Y | +42.1% | -81.6% | +123.7% | +45.7% |
| 5Y | +187.6% | -94.4% | +282.0% | +210.9% |
| All | +166.4% | -93.2% | +259.5% | +188.2% |
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