+44.6%
VSH vs HSY
+0.7%
+43.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.4% | +7.3% | +9.1% |
| 7D | +12.8% | +1.1% | +11.7% | +13.1% |
| 30D | -9.0% | +7.7% | -16.7% | -7.5% |
| 3M | -12.2% | -2.3% | -9.9% | -11.6% |
| 6M | -15.9% | -5.3% | -10.6% | -15.0% |
| YTD | +103.2% | -0.9% | +104.1% | +104.4% |
| 1Y | +108.4% | +5.2% | +103.2% | +108.3% |
| All | +44.6% | +0.7% | +43.8% | +43.5% |
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 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