+35.6%
VSH vs HSY
-9.5%
+45.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +6.2% | -1.6% | +7.8% | +6.0% |
| 30D | -11.1% | -4.2% | -6.9% | -11.5% |
| 3M | -44.9% | -0.7% | -44.2% | -45.0% |
| 6M | +90.0% | -21.8% | +111.7% | +92.2% |
| YTD | +118.8% | -2.7% | +121.5% | +117.8% |
| 1Y | +109.0% | -4.8% | +113.8% | +108.6% |
| 3Y | +35.6% | -9.4% | +45.0% | +36.0% |
| All | +35.6% | -9.5% | +45.1% | +36.0% |
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