+947.7%
HSY vs VRSN
+6,651.0%
-5,703.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.1% |
| 7D | -3.3% | +0.1% | -3.3% | -3.3% |
| 30D | -2.8% | -0.2% | -2.7% | -2.8% |
| 3M | -4.5% | -0.3% | -4.2% | -4.5% |
| 6M | -24.2% | +23.0% | -47.2% | -25.1% |
| YTD | -2.7% | +21.3% | -24.1% | -3.9% |
| 1Y | -3.7% | +6.7% | -10.5% | -4.2% |
| 3Y | -11.5% | +45.0% | -56.4% | -13.4% |
| 5Y | +10.3% | +35.0% | -24.7% | +7.9% |
| 10Y | +122.1% | +276.3% | -154.2% | +109.2% |
| All | +947.7% | +6,651.0% | -5,703.3% | +807.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling