-13.5%
VFC vs HSY
-5.5%
-7.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.1% |
| 7D | -2.3% | -3.0% | +0.6% | -1.9% |
| 30D | -13.4% | -5.0% | -8.3% | -12.6% |
| 3M | -23.7% | -1.3% | -22.4% | -23.4% |
| 6M | -24.5% | -21.5% | -3.0% | -22.6% |
| YTD | -27.8% | -3.3% | -24.6% | -28.7% |
| 1Y | -13.5% | -5.5% | -8.0% | -16.5% |
| All | -13.5% | -5.5% | -7.9% | -16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling