+235.9%
ROIV vs HSY
+33.7%
+202.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.6% |
| 7D | +0.6% | -3.3% | +3.9% | +0.8% |
| 30D | +1.0% | -2.8% | +3.8% | +1.1% |
| 3M | +18.3% | -4.5% | +22.8% | +18.4% |
| 6M | +18.3% | -24.2% | +42.5% | +20.1% |
| YTD | +61.0% | -2.7% | +63.7% | +61.4% |
| 1Y | +177.9% | -3.7% | +181.6% | +178.6% |
| 3Y | +199.1% | -11.5% | +210.5% | +195.1% |
| 5Y | +250.7% | +10.3% | +240.4% | +283.5% |
| All | +235.9% | +33.7% | +202.1% | +262.1% |
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