+35,889.1%
VLO vs HSY
+4,402.6%
+31,486.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.3% |
| 7D | +5.2% | -3.3% | +8.5% | +6.2% |
| 30D | +22.6% | -2.8% | +25.4% | +23.5% |
| 3M | +43.8% | -4.5% | +48.3% | +44.9% |
| 6M | +65.7% | -24.2% | +90.0% | +77.5% |
| YTD | +131.1% | -2.7% | +133.8% | +130.0% |
| 1Y | +143.6% | -3.7% | +147.4% | +142.3% |
| 3Y | +201.4% | -11.5% | +212.9% | +201.5% |
| 5Y | +568.9% | +10.3% | +558.6% | +518.0% |
| 10Y | +891.8% | +122.1% | +769.7% | +650.8% |
| All | +35,889.1% | +4,402.6% | +31,486.5% | +16,537.0% |
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