+612.7%
VEEV vs HSY
+152.6%
+460.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.7% |
| 7D | -5.2% | -1.6% | -3.6% | -4.8% |
| 30D | +14.9% | -4.2% | +19.1% | +16.0% |
| 3M | +58.4% | -0.7% | +59.1% | +58.7% |
| 6M | +35.5% | -21.8% | +57.3% | +42.6% |
| YTD | +18.6% | -2.7% | +21.3% | +17.9% |
| 1Y | -6.3% | -4.8% | -1.5% | -6.7% |
| 3Y | +20.2% | -9.4% | +29.6% | +19.6% |
| 5Y | -13.8% | +11.3% | -25.1% | -20.9% |
| 10Y | +542.0% | +125.0% | +417.0% | +374.4% |
| All | +612.7% | +152.6% | +460.1% | +425.8% |
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 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