+75.8%
VT vs HSY
-11.4%
+87.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | 0.0% |
| 7D | +0.4% | -3.3% | +3.7% | +0.5% |
| 30D | +1.0% | -2.8% | +3.8% | +1.0% |
| 3M | +2.4% | -4.5% | +6.9% | +2.5% |
| 6M | +12.0% | -24.2% | +36.2% | +13.3% |
| YTD | +15.3% | -2.7% | +18.1% | +15.3% |
| 1Y | +22.6% | -3.7% | +26.3% | +22.6% |
| All | +75.8% | -11.4% | +87.2% | +78.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling