+1,024.4%
VRT vs HSY
+13.1%
+1,011.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.7% |
| 7D | +13.6% | -1.6% | +15.2% | +13.3% |
| 30D | +6.8% | -4.2% | +11.0% | +5.9% |
| 3M | -3.2% | -0.7% | -2.5% | -2.9% |
| 6M | +20.3% | -21.8% | +42.1% | +17.2% |
| YTD | +79.6% | -2.7% | +82.3% | +81.3% |
| 1Y | +139.0% | -4.8% | +143.8% | +140.9% |
| 3Y | +644.6% | -9.4% | +654.0% | +681.0% |
| 5Y | +1,024.4% | +11.3% | +1,013.1% | +1,066.4% |
| All | +1,024.4% | +13.1% | +1,011.2% | +1,066.4% |
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