-68.2%
VFC vs HSY
+11.9%
-80.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.8% |
| 7D | -1.4% | +1.1% | -2.5% | -1.7% |
| 30D | +30.7% | +7.7% | +23.0% | +28.5% |
| 3M | +40.6% | -2.3% | +42.9% | +41.1% |
| 6M | +16.5% | -5.3% | +21.8% | +17.5% |
| YTD | +16.2% | -0.9% | +17.1% | +15.0% |
| 1Y | +42.4% | +5.2% | +37.2% | +39.0% |
| 3Y | +48.1% | +0.7% | +47.3% | +43.7% |
| All | -68.2% | +11.9% | -80.1% | -71.9% |
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