+13.0%
HSY vs VEU
+53.0%
-40.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.5% | +1.4% |
| 7D | -0.4% | -1.9% | +1.5% | -0.2% |
| 30D | -3.4% | -0.7% | -2.7% | -3.4% |
| 3M | -0.5% | +4.9% | -5.4% | -1.4% |
| 6M | -19.1% | +9.8% | -29.0% | -20.7% |
| YTD | -2.1% | +15.3% | -17.4% | -5.0% |
| 1Y | -3.2% | +23.0% | -26.3% | -7.4% |
| 3Y | -8.8% | +73.5% | -82.3% | -18.7% |
| 5Y | +13.0% | +54.5% | -41.5% | +1.7% |
| All | +13.0% | +53.0% | -40.1% | +1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling