+49.5%
VRTX vs HTZ
-81.5%
+131.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.7% |
| 7D | -0.4% | -16.4% | +16.0% | -0.2% |
| 30D | +8.0% | -15.1% | +23.1% | +8.2% |
| 3M | +11.0% | -28.2% | +39.2% | +11.4% |
| 6M | +28.2% | -73.1% | +101.2% | +29.6% |
| YTD | +21.5% | -68.3% | +89.8% | +22.6% |
| 1Y | +34.5% | -75.2% | +109.8% | +35.9% |
| 3Y | +49.5% | -81.1% | +130.6% | +54.9% |
| All | +49.5% | -81.5% | +131.0% | +54.9% |
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