+588.9%
VST vs HSY
+14.9%
+574.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.4% | +10.2% | +10.6% |
| 7D | -9.8% | +7.5% | -17.3% | -8.5% |
| 30D | -25.1% | +11.1% | -36.2% | -23.6% |
| 3M | -11.6% | -1.9% | -9.6% | -11.2% |
| 6M | -20.9% | -3.0% | -17.9% | -20.4% |
| YTD | -22.3% | 0.0% | -22.3% | -21.5% |
| 1Y | -32.0% | +9.4% | -41.4% | -30.6% |
| 3Y | +262.4% | +3.8% | +258.6% | +267.3% |
| All | +588.9% | +14.9% | +574.1% | +626.9% |
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