+109.6%
VRT vs HSY
-5.5%
+115.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.6% | -9.0% | -9.8% |
| 7D | +2.4% | -3.0% | +5.4% | +1.3% |
| 30D | -2.7% | -5.0% | +2.4% | -4.4% |
| 3M | -9.2% | -1.3% | -7.9% | -9.1% |
| 6M | -0.5% | -21.5% | +21.0% | -1.7% |
| YTD | +62.3% | -3.3% | +65.6% | +68.9% |
| 1Y | +109.6% | -5.5% | +115.1% | +122.1% |
| All | +109.6% | -5.5% | +115.1% | +122.1% |
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