+20.7%
VTR vs HTZ
-76.0%
+96.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.8% |
| 7D | +3.2% | -16.4% | +19.6% | +3.1% |
| 30D | +9.1% | -15.1% | +24.2% | +9.0% |
| 3M | -3.6% | -28.2% | +24.6% | -3.7% |
| 6M | +3.8% | -73.1% | +76.8% | +3.3% |
| YTD | +17.8% | -68.3% | +86.1% | +17.6% |
| All | +20.7% | -76.0% | +96.7% | +18.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling