+921.0%
VLO vs HSY
+127.1%
+793.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.8% |
| 7D | +6.2% | -3.0% | +9.2% | +7.2% |
| 30D | +23.5% | -5.0% | +28.5% | +25.3% |
| 3M | +53.9% | -1.3% | +55.2% | +53.7% |
| 6M | +81.7% | -21.5% | +103.2% | +94.2% |
| YTD | +142.5% | -3.3% | +145.7% | +140.8% |
| 1Y | +145.4% | -5.5% | +150.9% | +144.7% |
| 3Y | +197.3% | -9.9% | +207.3% | +196.1% |
| 5Y | +614.6% | +11.3% | +603.2% | +515.4% |
| All | +921.0% | +127.1% | +793.9% | +605.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling