+647.0%
VRT vs HSY
+12.9%
+634.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.6% | +12.2% | +8.9% |
| 7D | -10.6% | +1.3% | -11.9% | -10.0% |
| 30D | -17.4% | +6.6% | -24.0% | -15.5% |
| 3M | -26.4% | -4.1% | -22.3% | -26.3% |
| 6M | -41.0% | -5.2% | -35.8% | -40.6% |
| YTD | +23.8% | -2.5% | +26.4% | +26.2% |
| 1Y | +11.6% | +4.7% | +6.9% | +15.1% |
| 3Y | +403.5% | +0.6% | +402.9% | +413.6% |
| 5Y | +647.0% | +11.7% | +635.4% | +664.2% |
| All | +647.0% | +12.9% | +634.1% | +664.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling