+1,357.8%
VSH vs HSY
+4,431.8%
-3,074.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.6% | -4.8% | -4.3% |
| 7D | +14.3% | -2.1% | +16.5% | +14.9% |
| 30D | -7.9% | +6.1% | -14.0% | -9.7% |
| 3M | -19.9% | -5.6% | -14.2% | -19.4% |
| 6M | -30.5% | -9.5% | -21.0% | -30.1% |
| YTD | +85.7% | -2.1% | +87.8% | +82.1% |
| 1Y | +98.9% | +0.8% | +98.2% | +93.4% |
| 3Y | +32.1% | -2.1% | +34.2% | +26.9% |
| 5Y | +39.7% | +11.2% | +28.4% | +28.6% |
| 10Y | +117.6% | +128.3% | -10.7% | +66.4% |
| All | +1,357.8% | +4,431.8% | -3,074.0% | +499.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling