+60.4%
VT vs HTZ
-92.9%
+153.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +9.2% | -7.5% | +1.1% |
| 7D | -0.3% | +18.9% | -19.3% | -1.4% |
| 30D | -1.4% | +26.3% | -27.7% | -3.1% |
| 3M | -1.4% | +49.7% | -51.1% | -4.8% |
| 6M | +5.5% | -61.1% | +66.6% | +10.1% |
| YTD | +12.8% | -56.0% | +68.9% | +16.1% |
| 1Y | +15.4% | -66.4% | +81.8% | +20.8% |
| 3Y | +76.9% | -75.8% | +152.6% | +84.9% |
| 5Y | +60.4% | -93.1% | +153.5% | +90.1% |
| All | +60.4% | -92.9% | +153.3% | +90.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling