+120.6%
VLO vs HSY
+10.7%
+109.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +4.2% | -9.9% | -5.3% |
| 7D | -6.0% | +6.6% | -12.5% | -5.4% |
| 30D | -12.9% | +8.4% | -21.3% | -12.1% |
| 3M | +18.3% | -1.8% | +20.1% | +18.2% |
| 6M | +46.4% | -2.6% | +49.1% | +46.2% |
| YTD | +127.7% | -2.0% | +129.7% | +129.5% |
| 1Y | +120.6% | +8.3% | +112.3% | +122.7% |
| All | +120.6% | +10.7% | +109.9% | +122.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling