-4.4%
VEEV vs HSY
+11.0%
-15.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.3% |
| 7D | -0.7% | -2.1% | +1.4% | -0.6% |
| 30D | +1.4% | +6.1% | -4.7% | +0.9% |
| 3M | +19.4% | -5.6% | +25.0% | +19.7% |
| 6M | +93.6% | -9.5% | +103.2% | +93.8% |
| YTD | +35.1% | -2.1% | +37.2% | +33.9% |
| 1Y | +3.4% | +0.8% | +2.6% | +2.1% |
| 3Y | +81.4% | -2.1% | +83.5% | +77.6% |
| All | -4.4% | +11.0% | -15.4% | -0.8% |
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