+58.8%
VRTX vs HSY
-10.5%
+69.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -2.0% |
| 7D | +0.8% | -3.3% | +4.1% | +1.2% |
| 30D | +12.6% | -2.8% | +15.5% | +13.0% |
| 3M | +23.6% | -4.5% | +28.1% | +24.2% |
| 6M | +14.3% | -24.2% | +38.5% | +17.4% |
| YTD | +20.5% | -2.7% | +23.2% | +20.3% |
| 1Y | +37.6% | -3.7% | +41.3% | +37.5% |
| All | +58.8% | -10.5% | +69.3% | +57.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling