+3.8%
HSY vs VT
+69.7%
-66.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.1% | +0.4% |
| 7D | +7.5% | -2.3% | +9.8% | +7.6% |
| 30D | +11.1% | -5.0% | +16.0% | +11.3% |
| 3M | -1.9% | -4.9% | +2.9% | -1.8% |
| 6M | -3.0% | -1.5% | -1.4% | -3.2% |
| YTD | 0.0% | +8.5% | -8.4% | -1.5% |
| 1Y | +9.4% | +11.4% | -1.9% | +7.3% |
| 3Y | +3.8% | +70.1% | -66.3% | -14.7% |
| All | +3.8% | +69.7% | -66.0% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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