+42.3%
VTRS vs HTZ
-89.5%
+131.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.4% |
| 7D | +3.3% | +7.5% | -4.2% | +2.8% |
| 30D | -3.6% | +47.4% | -51.1% | -6.8% |
| 3M | +7.0% | -54.9% | +61.9% | +11.5% |
| 6M | +17.5% | -47.0% | +64.5% | +20.1% |
| YTD | +38.8% | -55.3% | +94.0% | +43.5% |
| 1Y | +69.2% | -57.6% | +126.8% | +74.2% |
| 3Y | +77.5% | -86.6% | +164.1% | +100.1% |
| 5Y | +39.9% | -86.1% | +126.0% | +49.5% |
| All | +42.3% | -89.5% | +131.8% | +62.6% |
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