-44.6%
VG vs HSY
+23.2%
-67.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -0.7% |
| 7D | +14.0% | -2.1% | +16.1% | +13.2% |
| 30D | -1.0% | +6.1% | -7.1% | +1.4% |
| 3M | -2.7% | -5.6% | +2.9% | -3.3% |
| 6M | +1.5% | -9.5% | +11.0% | +0.6% |
| YTD | +93.7% | -2.1% | +95.8% | +96.2% |
| 1Y | +68.5% | +0.8% | +67.8% | +72.3% |
| All | -44.6% | +23.2% | -67.7% | -35.3% |
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