+954.5%
HSY vs VRSN
+7,135.0%
-6,180.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -2.1% | +1.4% | -3.5% | -2.2% |
| 30D | +6.1% | +3.9% | +2.2% | +5.9% |
| 3M | -5.6% | +9.3% | -15.0% | -6.1% |
| 6M | -9.5% | +6.7% | -16.2% | -9.9% |
| YTD | -2.1% | +30.0% | -32.1% | -3.6% |
| 1Y | +0.8% | +26.0% | -25.2% | -0.6% |
| 3Y | -2.1% | +53.1% | -55.3% | -4.6% |
| 5Y | +11.2% | +35.0% | -23.8% | +8.8% |
| 10Y | +128.3% | +291.7% | -163.4% | +114.3% |
| All | +954.5% | +7,135.0% | -6,180.5% | +809.8% |
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