+126.5%
HSY vs VTEB
+17.9%
+108.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -0.9% | -0.9% |
| 7D | +0.1% | -0.9% | +1.0% | +0.9% |
| 30D | -5.2% | -2.5% | -2.7% | -3.0% |
| 3M | -3.4% | -3.0% | -0.4% | -0.8% |
| 6M | -19.2% | -2.1% | -17.1% | -17.6% |
| YTD | -2.6% | -1.5% | -1.1% | -1.3% |
| 1Y | -3.8% | +0.2% | -3.9% | -3.9% |
| 3Y | -10.6% | +8.6% | -19.2% | -16.8% |
| 5Y | +12.3% | +1.2% | +11.1% | +12.0% |
| All | +126.5% | +17.9% | +108.6% | +121.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling