-34.9%
VST vs HSY
+10.7%
-45.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +4.2% | -18.0% | -12.4% |
| 7D | -15.7% | +6.6% | -22.3% | -13.7% |
| 30D | -17.0% | +8.4% | -25.4% | -14.6% |
| 3M | -15.9% | -1.8% | -14.1% | -15.0% |
| 6M | -25.0% | -2.6% | -22.4% | -24.0% |
| YTD | -25.1% | -2.0% | -23.1% | -27.5% |
| 1Y | -34.9% | +8.3% | -43.2% | -38.6% |
| All | -34.9% | +10.7% | -45.5% | -38.6% |
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