+193.8%
VLO vs HSY
-9.9%
+203.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.6% |
| 7D | +6.2% | -3.0% | +9.2% | +6.3% |
| 30D | +23.5% | -5.0% | +28.5% | +23.7% |
| 3M | +53.9% | -1.3% | +55.2% | +53.7% |
| 6M | +81.7% | -21.5% | +103.2% | +83.6% |
| YTD | +142.5% | -3.3% | +145.7% | +141.4% |
| 1Y | +145.4% | -5.5% | +150.9% | +144.9% |
| All | +193.8% | -9.9% | +203.8% | +180.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling