-46.6%
VG vs HSY
+24.7%
-71.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.4% | +4.1% | +6.0% |
| 7D | +5.5% | +1.1% | +4.4% | +5.9% |
| 30D | -3.6% | +7.7% | -11.3% | -0.8% |
| 3M | -4.0% | -2.3% | -1.7% | -3.6% |
| 6M | +9.4% | -5.3% | +14.7% | +9.7% |
| YTD | +86.6% | -0.9% | +87.5% | +89.8% |
| 1Y | +69.5% | +5.2% | +64.3% | +75.3% |
| All | -46.6% | +24.7% | -71.3% | -37.4% |
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