+15.4%
VZ vs HTZ
-91.9%
+107.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -20.8% | +20.7% | +0.3% |
| 7D | +5.6% | -7.7% | +13.4% | +5.7% |
| 30D | +1.9% | -13.1% | +15.0% | +2.1% |
| 3M | +0.8% | +14.7% | -14.0% | +0.2% |
| 6M | +0.6% | -70.6% | +71.2% | +2.2% |
| YTD | +20.8% | -65.2% | +85.9% | +22.1% |
| 1Y | +23.9% | -73.2% | +97.1% | +25.9% |
| 3Y | +55.7% | -80.8% | +136.5% | +58.7% |
| 5Y | +21.5% | -94.8% | +116.3% | +27.4% |
| All | +15.4% | -91.9% | +107.3% | +21.0% |
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