-3.2%
HSY vs VCLT
-3.8%
+0.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +1.8% |
| 7D | -0.4% | -1.3% | +0.9% | +0.2% |
| 30D | -3.4% | -1.1% | -2.3% | -2.9% |
| 3M | -0.5% | -3.7% | +3.2% | +1.4% |
| 6M | -19.1% | -4.0% | -15.1% | -17.4% |
| YTD | -2.1% | -3.4% | +1.3% | -0.2% |
| 1Y | -3.2% | -4.1% | +0.9% | +0.9% |
| All | -3.2% | -3.8% | +0.6% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling