+389.2%
ROIV vs HSY
+11.0%
+378.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.7% | -1.2% |
| 7D | +1.7% | -2.1% | +3.8% | +1.8% |
| 30D | +17.6% | +6.1% | +11.5% | +17.2% |
| 3M | +9.0% | -5.6% | +14.6% | +9.3% |
| 6M | +35.3% | -9.5% | +44.8% | +36.0% |
| YTD | +82.2% | -2.1% | +84.3% | +82.6% |
| 1Y | +92.3% | +0.8% | +91.5% | +92.4% |
| 3Y | +336.8% | -2.1% | +338.9% | +333.8% |
| All | +389.2% | +11.0% | +378.2% | +758.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling