+84.5%
VTR vs HTZ
-92.5%
+177.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.4% | +8.1% | 0.0% |
| 7D | +4.7% | -14.6% | +19.2% | +5.1% |
| 30D | +10.9% | -20.8% | +31.7% | +11.6% |
| 3M | -3.2% | -18.8% | +15.6% | -3.0% |
| 6M | +3.7% | -74.7% | +78.4% | +8.4% |
| YTD | +16.8% | -68.1% | +84.9% | +20.2% |
| 1Y | +21.3% | -73.5% | +94.8% | +25.8% |
| 3Y | +119.0% | -81.8% | +200.9% | +127.7% |
| 5Y | +94.0% | -95.2% | +189.2% | +116.1% |
| All | +84.5% | -92.5% | +177.0% | +109.5% |
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