+769.3%
VST vs HSY
+10.4%
+759.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.4% |
| 7D | +8.9% | -3.3% | +12.2% | +8.5% |
| 30D | +6.2% | -2.8% | +9.0% | +5.9% |
| 3M | -2.7% | -4.5% | +1.8% | -2.9% |
| 6M | -8.4% | -24.2% | +15.9% | -10.3% |
| YTD | -7.2% | -2.7% | -4.5% | -7.2% |
| 1Y | -20.9% | -3.7% | -17.2% | -20.8% |
| 3Y | +384.0% | -11.5% | +395.5% | +403.8% |
| All | +769.3% | +10.4% | +759.0% | +715.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling