+170.6%
VRTX vs HTZ
-92.5%
+263.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -8.4% | +9.2% | +1.1% |
| 7D | -2.1% | -14.6% | +12.5% | -1.8% |
| 30D | +8.2% | -20.8% | +29.0% | +8.7% |
| 3M | +13.0% | -18.8% | +31.8% | +13.4% |
| 6M | +27.9% | -74.7% | +102.6% | +31.7% |
| YTD | +20.7% | -68.1% | +88.8% | +23.1% |
| 1Y | +31.4% | -73.5% | +104.9% | +34.6% |
| 3Y | +41.8% | -81.8% | +123.6% | +46.1% |
| 5Y | +183.7% | -95.2% | +278.9% | +207.4% |
| All | +170.6% | -92.5% | +263.1% | +192.1% |
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