+40.9%
VTRS vs HTZ
-87.1%
+128.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.0% | +3.4% | -1.3% |
| 7D | -0.1% | -2.5% | +2.3% | 0.0% |
| 30D | +1.9% | -3.7% | +5.6% | +1.7% |
| 3M | +5.1% | -57.0% | +62.0% | +9.7% |
| 6M | +20.1% | -47.0% | +67.0% | +22.6% |
| YTD | +36.6% | -57.5% | +94.0% | +41.5% |
| 1Y | +64.1% | -63.5% | +127.6% | +70.8% |
| 3Y | +86.4% | -86.3% | +172.7% | +108.9% |
| 5Y | +40.9% | -86.8% | +127.6% | +54.6% |
| All | +40.9% | -87.1% | +128.0% | +54.6% |
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 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