+112.0%
VSH vs HSY
-3.5%
+115.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.5% | +3.9% |
| 7D | +4.1% | -3.3% | +7.4% | +2.5% |
| 30D | -4.2% | -2.8% | -1.3% | -5.3% |
| 3M | -50.0% | -4.5% | -45.5% | -50.0% |
| 6M | +80.2% | -24.2% | +104.4% | +78.0% |
| YTD | +121.1% | -2.7% | +123.8% | +123.4% |
| 1Y | +112.0% | -3.7% | +115.7% | +120.6% |
| All | +112.0% | -3.5% | +115.5% | +120.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling