+59.4%
VEA vs HSY
+12.8%
+46.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.5% | -1.3% |
| 7D | -2.1% | -0.4% | -1.7% | -2.0% |
| 30D | -1.1% | -3.4% | +2.4% | -0.8% |
| 3M | +5.1% | -0.5% | +5.6% | +5.0% |
| 6M | +9.8% | -19.1% | +28.9% | +12.0% |
| YTD | +15.9% | -2.1% | +18.0% | +15.7% |
| 1Y | +24.6% | -3.2% | +27.8% | +24.4% |
| 3Y | +75.5% | -8.8% | +84.3% | +75.9% |
| 5Y | +59.4% | +13.0% | +46.4% | +51.8% |
| All | +59.4% | +12.8% | +46.6% | +51.8% |
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