+2,723.0%
VRT vs HSY
+119.4%
+2,603.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.4% | +4.5% |
| 7D | +9.1% | -3.3% | +12.4% | +9.5% |
| 30D | +0.9% | -2.8% | +3.8% | +1.2% |
| 3M | -13.4% | -4.5% | -8.9% | -13.3% |
| 6M | +11.7% | -24.2% | +35.9% | +16.3% |
| YTD | +73.2% | -2.7% | +76.0% | +72.3% |
| 1Y | +123.4% | -3.7% | +127.2% | +122.1% |
| 3Y | +606.2% | -11.5% | +617.6% | +609.1% |
| 5Y | +899.9% | +10.3% | +889.6% | +771.9% |
| All | +2,723.0% | +119.4% | +2,603.6% | +1,956.8% |
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