+11.3%
HSY vs VRSN
+30.8%
-19.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.9% |
| 7D | -3.0% | -1.0% | -1.9% | -2.8% |
| 30D | -5.0% | -1.9% | -3.1% | -4.7% |
| 3M | -1.3% | +1.4% | -2.7% | -1.8% |
| 6M | -21.5% | +19.0% | -40.5% | -24.4% |
| YTD | -3.3% | +19.2% | -22.5% | -7.0% |
| 1Y | -5.5% | +1.7% | -7.2% | -6.2% |
| 3Y | -9.9% | +41.4% | -51.4% | -18.2% |
| 5Y | +11.3% | +31.7% | -20.3% | +1.0% |
| All | +11.3% | +30.8% | -19.4% | +1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling