+23.6%
VZ vs HTZ
-89.5%
+113.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -0.9% |
| 7D | +0.1% | +7.5% | -7.4% | -0.1% |
| 30D | +7.9% | +47.4% | -39.5% | +6.9% |
| 3M | +13.6% | -54.9% | +68.6% | +14.7% |
| 6M | +1.1% | -47.0% | +48.1% | +1.7% |
| YTD | +29.3% | -55.3% | +84.5% | +30.3% |
| 1Y | +21.2% | -57.6% | +78.9% | +22.1% |
| 3Y | +75.9% | -86.6% | +162.5% | +83.5% |
| 5Y | +24.1% | -86.1% | +110.2% | +28.0% |
| All | +23.6% | -89.5% | +113.1% | +29.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling