-51.4%
VG vs HSY
+25.9%
-77.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.2% |
| 7D | -22.0% | +7.5% | -29.6% | -19.9% |
| 30D | -11.6% | +11.1% | -22.7% | -8.4% |
| 3M | -14.9% | -1.9% | -12.9% | -14.4% |
| 6M | -3.5% | -3.0% | -0.6% | -2.6% |
| YTD | +70.0% | 0.0% | +69.9% | +73.4% |
| 1Y | +50.0% | +9.4% | +40.6% | +57.2% |
| All | -51.4% | +25.9% | -77.2% | -42.8% |
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 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