+3,227.9%
VMC vs HSY
+4,402.6%
-1,174.7%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.2% |
| 7D | -4.3% | -3.3% | -1.0% | -3.4% |
| 30D | -8.2% | -2.8% | -5.4% | -7.5% |
| 3M | -7.0% | -4.5% | -2.6% | -5.9% |
| 6M | -10.8% | -24.2% | +13.5% | -3.6% |
| YTD | -7.4% | -2.7% | -4.7% | -7.3% |
| 1Y | -9.5% | -3.7% | -5.7% | -9.4% |
| 3Y | +20.5% | -11.5% | +31.9% | +21.0% |
| 5Y | +51.6% | +10.3% | +41.2% | +41.1% |
| 10Y | +150.0% | +122.1% | +27.9% | +87.1% |
| All | +3,227.9% | +4,402.6% | -1,174.7% | +1,301.8% |
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 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