+111.7%
VSH vs HSY
-5.0%
+116.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.4% |
| 7D | +3.5% | -3.0% | +6.5% | +2.2% |
| 30D | -4.4% | -5.0% | +0.7% | -6.4% |
| 3M | -45.8% | -1.3% | -44.5% | -45.7% |
| 6M | +90.1% | -21.5% | +111.6% | +87.6% |
| YTD | +120.3% | -3.3% | +123.6% | +122.0% |
| All | +111.7% | -5.0% | +116.6% | +118.7% |
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