+776.1%
IVV vs HSY
+1,174.5%
-398.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.1% |
| 7D | +0.1% | -3.3% | +3.4% | +1.2% |
| 30D | +0.1% | -2.8% | +2.9% | +0.9% |
| 3M | +2.0% | -4.5% | +6.5% | +3.0% |
| 6M | +13.0% | -24.2% | +37.3% | +22.6% |
| YTD | +13.6% | -2.7% | +16.3% | +13.0% |
| 1Y | +20.1% | -3.7% | +23.8% | +19.4% |
| 3Y | +77.6% | -11.5% | +89.1% | +77.5% |
| 5Y | +82.5% | +10.3% | +72.1% | +66.4% |
| 10Y | +316.5% | +122.1% | +194.4% | +191.9% |
| All | +776.1% | +1,174.5% | -398.3% | +296.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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