-94.8%
HTZ price history and return analytics
+53.2%
-148.0%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.1% | -16.7% | -14.1% |
| 7D | -7.7% | -4.2% | -3.6% | +0.3% |
| 30D | -13.1% | -5.8% | -7.3% | -2.8% |
| 3M | +14.7% | -5.2% | +20.0% | +27.5% |
| 6M | -70.6% | +0.1% | -70.7% | -70.1% |
| YTD | -65.2% | +8.2% | -73.4% | -68.4% |
| 1Y | -73.2% | +10.1% | -83.3% | -76.3% |
| 3Y | -80.8% | +69.7% | -150.5% | -91.5% |
| 5Y | -94.8% | +53.4% | -148.2% | -96.9% |
| All | -94.8% | +53.2% | -148.0% | -96.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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