-49.4%
VG vs HSY
+22.9%
-72.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.8% |
| 7D | -7.7% | +3.8% | -11.5% | -6.4% |
| 30D | -8.8% | +6.9% | -15.7% | -6.5% |
| 3M | -15.6% | -4.1% | -11.6% | -15.8% |
| 6M | +5.2% | -5.0% | +10.2% | +5.5% |
| YTD | +76.9% | -2.3% | +79.2% | +79.1% |
| 1Y | +42.5% | +6.1% | +36.4% | +47.9% |
| All | -49.4% | +22.9% | -72.3% | -40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling