+11.7%
HSY vs VT
+57.4%
-45.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.6% | -5.2% | -3.0% |
| 7D | +1.3% | +0.4% | +0.9% | +1.2% |
| 30D | +6.6% | -2.6% | +9.2% | +7.0% |
| 3M | -4.1% | -3.2% | -0.9% | -3.7% |
| 6M | -5.2% | +0.9% | -6.2% | -5.6% |
| YTD | -2.5% | +11.3% | -13.9% | -5.0% |
| 1Y | +4.7% | +14.0% | -9.3% | +1.5% |
| 3Y | +0.6% | +75.8% | -75.3% | -13.1% |
| 5Y | +11.7% | +57.8% | -46.1% | -3.3% |
| All | +11.7% | +57.4% | -45.7% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling