-9.4%
HSY vs VRSN
+38.4%
-47.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +0.7% |
| 7D | -1.6% | -2.1% | +0.6% | -1.2% |
| 30D | -4.2% | -3.9% | -0.3% | -3.6% |
| 3M | -0.7% | -0.1% | -0.6% | -0.9% |
| 6M | -21.8% | +16.4% | -38.2% | -24.4% |
| YTD | -2.7% | +17.2% | -19.9% | -6.2% |
| 1Y | -4.8% | +1.0% | -5.8% | -5.0% |
| 3Y | -9.4% | +39.1% | -48.5% | -21.0% |
| All | -9.4% | +38.4% | -47.7% | -21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling