+72.0%
VT vs HTZ
-89.5%
+161.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | +0.4% | +7.5% | -7.0% | 0.0% |
| 30D | +1.0% | +47.4% | -46.5% | -2.0% |
| 3M | +2.4% | -54.9% | +57.3% | +6.0% |
| 6M | +12.0% | -47.0% | +59.0% | +14.1% |
| YTD | +15.3% | -55.3% | +70.6% | +18.6% |
| 1Y | +22.6% | -57.6% | +80.2% | +25.5% |
| 3Y | +74.7% | -86.6% | +161.3% | +94.7% |
| 5Y | +66.1% | -86.1% | +152.3% | +83.0% |
| All | +72.0% | -89.5% | +161.5% | +93.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling