+135.1%
VGT vs HSY
+12.8%
+122.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.3% | -1.0% |
| 7D | -1.0% | -0.4% | -0.6% | -1.0% |
| 30D | -0.4% | -3.4% | +3.0% | -0.5% |
| 3M | +6.6% | -0.5% | +7.1% | +6.6% |
| 6M | +31.0% | -19.1% | +50.2% | +32.0% |
| YTD | +27.2% | -2.1% | +29.3% | +26.8% |
| 1Y | +34.5% | -3.2% | +37.7% | +34.1% |
| 3Y | +123.1% | -8.8% | +131.9% | +125.6% |
| 5Y | +135.1% | +13.0% | +122.1% | +126.3% |
| All | +135.1% | +12.8% | +122.3% | +126.3% |
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 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