+11.6%
HSY vs VIG
+62.2%
-50.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | -3.0% | -1.2% | -1.8% | -2.4% |
| 30D | -5.0% | -2.8% | -2.2% | -3.8% |
| 3M | -1.3% | +2.5% | -3.8% | -2.4% |
| 6M | -21.5% | +8.1% | -29.6% | -24.2% |
| YTD | -3.3% | +9.6% | -12.8% | -7.3% |
| 1Y | -5.5% | +14.2% | -19.6% | -11.1% |
| 3Y | -9.9% | +56.1% | -66.0% | -27.7% |
| All | +11.6% | +62.2% | -50.6% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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