-9.4%
HSY vs VO
+57.7%
-67.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.2% |
| 7D | -1.6% | +0.6% | -2.2% | -1.7% |
| 30D | -4.2% | -1.1% | -3.2% | -4.0% |
| 3M | -0.7% | +4.5% | -5.3% | -1.7% |
| 6M | -21.8% | +11.1% | -32.8% | -23.7% |
| YTD | -2.7% | +13.5% | -16.2% | -5.6% |
| 1Y | -4.8% | +14.5% | -19.3% | -7.9% |
| 3Y | -9.4% | +58.1% | -67.5% | -22.1% |
| All | -9.4% | +57.7% | -67.1% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling