-9.5%
VMC vs HSY
-3.5%
-6.0%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | -4.3% | -3.3% | -1.0% | -3.7% |
| 30D | -8.2% | -2.8% | -5.4% | -7.8% |
| 3M | -7.0% | -4.5% | -2.6% | -6.3% |
| 6M | -10.8% | -24.2% | +13.5% | -7.5% |
| YTD | -7.4% | -2.7% | -4.7% | -5.9% |
| 1Y | -9.5% | -3.7% | -5.7% | -7.3% |
| All | -9.5% | -3.5% | -6.0% | -7.3% |
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 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