+11.9%
VT vs HSY
+2.9%
+9.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.7% |
| 7D | +2.9% | -2.3% | +5.2% | +2.7% |
| 30D | -2.5% | +6.3% | -8.8% | -2.2% |
| 3M | -3.3% | -5.2% | +1.9% | -3.5% |
| 6M | +1.5% | -8.3% | +9.8% | +1.5% |
| YTD | +11.4% | -2.7% | +14.0% | +12.8% |
| 1Y | +11.9% | +0.1% | +11.8% | +12.9% |
| All | +11.9% | +2.9% | +9.0% | +12.9% |
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 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