+56.8%
VRTX vs HTZ
-86.4%
+143.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.1% |
| 7D | +0.8% | +7.5% | -6.7% | +0.7% |
| 30D | +12.6% | +47.4% | -34.8% | +12.0% |
| 3M | +23.6% | -54.9% | +78.5% | +24.5% |
| 6M | +14.3% | -47.0% | +61.3% | +14.8% |
| YTD | +20.5% | -55.3% | +75.7% | +21.2% |
| 1Y | +37.6% | -57.6% | +95.2% | +38.4% |
| All | +56.8% | -86.4% | +143.3% | +77.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling