+11.4%
HSY vs VIG
+64.4%
-53.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -2.1% | +3.5% | -5.6% | -3.6% |
| 30D | +6.1% | +4.9% | +1.2% | +3.7% |
| 3M | -5.6% | +2.5% | -8.1% | -6.8% |
| 6M | -9.5% | +11.0% | -20.6% | -13.8% |
| YTD | -2.1% | +16.0% | -18.1% | -8.6% |
| 1Y | +0.8% | +17.5% | -16.8% | -6.5% |
| 3Y | -2.1% | +67.0% | -69.1% | -23.7% |
| All | +11.4% | +64.4% | -53.0% | -13.9% |
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