+36,773.5%
VLO vs HSY
+4,431.8%
+32,341.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.1% |
| 7D | +9.6% | -2.1% | +11.8% | +10.2% |
| 30D | -17.4% | +6.1% | -23.5% | -18.9% |
| 3M | +10.8% | -5.6% | +16.4% | +12.0% |
| 6M | +56.9% | -9.5% | +66.5% | +59.9% |
| YTD | +136.8% | -2.1% | +138.9% | +134.5% |
| 1Y | +120.7% | +0.8% | +119.9% | +116.6% |
| 3Y | +231.9% | -2.1% | +234.1% | +221.4% |
| 5Y | +479.0% | +11.2% | +467.8% | +432.5% |
| 10Y | +792.2% | +128.3% | +663.9% | +569.0% |
| All | +36,773.5% | +4,431.8% | +32,341.7% | +16,858.3% |
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