+2,263.1%
VGT vs HSY
+695.4%
+1,567.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | +1.8% | -1.6% | +3.4% | +2.3% |
| 30D | -0.3% | -4.2% | +3.9% | +0.9% |
| 3M | +3.4% | -0.7% | +4.1% | +2.9% |
| 6M | +35.0% | -21.8% | +56.8% | +44.7% |
| YTD | +28.8% | -2.7% | +31.4% | +27.4% |
| 1Y | +38.0% | -4.8% | +42.8% | +37.0% |
| 3Y | +125.8% | -9.4% | +135.2% | +121.5% |
| 5Y | +134.7% | +11.3% | +123.5% | +108.7% |
| 10Y | +792.6% | +125.0% | +667.6% | +482.2% |
| All | +2,263.1% | +695.4% | +1,567.7% | +794.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling