+124.4%
HSY vs VOO
+309.6%
-185.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.7% |
| 7D | -2.1% | +2.6% | -4.7% | -3.2% |
| 30D | +6.1% | -2.0% | +8.1% | +6.8% |
| 3M | -5.6% | -2.8% | -2.9% | -4.7% |
| 6M | -9.5% | +2.2% | -11.7% | -10.9% |
| YTD | -2.1% | +11.5% | -13.6% | -7.5% |
| 1Y | +0.8% | +13.5% | -12.7% | -5.6% |
| 3Y | -2.1% | +78.1% | -80.2% | -28.2% |
| 5Y | +11.2% | +73.1% | -61.9% | -18.1% |
| All | +124.4% | +309.6% | -185.2% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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