+69.7%
VT vs HTZ
-81.0%
+150.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -20.8% | +16.7% | -3.3% |
| 7D | -4.2% | -7.7% | +3.6% | -3.9% |
| 30D | -5.8% | -13.1% | +7.3% | -5.4% |
| 3M | -5.2% | +14.7% | -20.0% | -6.2% |
| 6M | +0.1% | -70.6% | +70.7% | +3.7% |
| YTD | +8.2% | -65.2% | +73.4% | +11.0% |
| 1Y | +10.1% | -73.2% | +83.3% | +13.8% |
| All | +69.7% | -81.0% | +150.6% | +76.9% |
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