+1,002.6%
VST vs HSY
+138.8%
+863.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.4% | +10.2% | +10.5% |
| 7D | -9.8% | +7.5% | -17.3% | -10.9% |
| 30D | -25.1% | +11.1% | -36.2% | -26.7% |
| 3M | -11.6% | -1.9% | -9.6% | -11.5% |
| 6M | -20.9% | -3.0% | -17.9% | -21.0% |
| YTD | -22.3% | 0.0% | -22.3% | -23.4% |
| 1Y | -32.0% | +9.4% | -41.4% | -34.4% |
| 3Y | +262.4% | +3.8% | +258.6% | +239.2% |
| 5Y | +563.4% | +15.2% | +548.2% | +475.9% |
| 10Y | +1,120.7% | +126.9% | +993.8% | +811.8% |
| All | +1,002.6% | +138.8% | +863.8% | +718.5% |
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 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