+126.5%
HSY vs VRSN
+299.1%
-172.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -1.0% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | -5.2% | +3.8% | -8.9% | -6.2% |
| 3M | -3.4% | +5.0% | -8.4% | -5.0% |
| 6M | -19.2% | +24.9% | -44.1% | -24.6% |
| YTD | -2.6% | +21.6% | -24.2% | -8.8% |
| 1Y | -3.8% | +2.4% | -6.2% | -5.3% |
| 3Y | -10.6% | +47.3% | -58.0% | -22.4% |
| 5Y | +12.3% | +34.7% | -22.5% | -2.1% |
| All | +126.5% | +299.1% | -172.6% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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