+167.6%
HSY vs VTEB
+25.1%
+142.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +2.0% | +1.9% |
| 7D | -0.4% | -1.2% | +0.8% | +0.7% |
| 30D | -3.4% | -2.9% | -0.6% | -0.9% |
| 3M | -0.5% | -3.2% | +2.6% | +2.4% |
| 6M | -19.1% | -2.6% | -16.5% | -17.2% |
| YTD | -2.1% | -1.8% | -0.2% | -0.4% |
| 1Y | -3.2% | +0.2% | -3.4% | -3.4% |
| 3Y | -8.8% | +8.2% | -17.0% | -14.8% |
| 5Y | +13.0% | +0.8% | +12.1% | +13.0% |
| 10Y | +130.9% | +17.7% | +113.3% | +126.3% |
| All | +167.6% | +25.1% | +142.5% | +175.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling