+63.4%
VSH vs HSY
+10.7%
+52.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +4.2% | -9.2% | -2.2% |
| 7D | -13.6% | +6.6% | -20.2% | -9.2% |
| 30D | -30.4% | +8.4% | -38.7% | -25.7% |
| 3M | -33.3% | -1.8% | -31.5% | -32.5% |
| 6M | -15.1% | -2.6% | -12.4% | -13.0% |
| YTD | +80.2% | -2.0% | +82.2% | +94.2% |
| 1Y | +63.4% | +8.3% | +55.0% | +87.4% |
| All | +63.4% | +10.7% | +52.7% | +87.4% |
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 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