+153.0%
VLO vs HSY
-4.1%
+157.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.2% |
| 7D | +5.3% | +0.1% | +5.2% | +5.3% |
| 30D | +18.2% | -5.2% | +23.4% | +17.7% |
| 3M | +53.3% | -3.4% | +56.7% | +52.8% |
| 6M | +70.4% | -19.2% | +89.6% | +67.5% |
| YTD | +143.4% | -2.6% | +146.0% | +144.2% |
| 1Y | +153.0% | -3.8% | +156.8% | +156.1% |
| All | +153.0% | -4.1% | +157.1% | +156.1% |
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