+126.5%
HSY vs VEU
+155.0%
-28.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.0% |
| 7D | +0.1% | -1.4% | +1.5% | +0.6% |
| 30D | -5.2% | -0.4% | -4.8% | -5.1% |
| 3M | -3.4% | +2.5% | -5.9% | -4.7% |
| 6M | -19.2% | +11.1% | -30.3% | -23.1% |
| YTD | -2.6% | +16.5% | -19.2% | -9.4% |
| 1Y | -3.8% | +22.9% | -26.7% | -12.5% |
| 3Y | -10.6% | +73.4% | -84.0% | -31.0% |
| 5Y | +12.3% | +56.1% | -43.8% | -9.1% |
| All | +126.5% | +155.0% | -28.5% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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