+11,958.2%
VRTX vs HSY
+3,683.7%
+8,274.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | -0.3% |
| 7D | 0.0% | -2.3% | +2.4% | +0.7% |
| 30D | +11.8% | +6.3% | +5.5% | +9.8% |
| 3M | +3.2% | -5.2% | +8.4% | +4.6% |
| 6M | +21.0% | -8.3% | +29.3% | +23.5% |
| YTD | +19.7% | -2.7% | +22.3% | +19.3% |
| 1Y | +25.0% | +0.1% | +24.8% | +23.4% |
| 3Y | +45.2% | -1.0% | +46.3% | +41.2% |
| 5Y | +189.7% | +10.6% | +179.1% | +171.5% |
| 10Y | +489.8% | +127.0% | +362.8% | +340.0% |
| All | +11,958.2% | +3,683.7% | +8,274.5% | +4,895.5% |
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 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