+377.4%
VT vs HSY
+718.8%
-341.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.4% |
| 7D | +0.4% | -3.3% | +3.7% | +1.6% |
| 30D | +1.0% | -2.8% | +3.8% | +1.9% |
| 3M | +2.4% | -4.5% | +6.9% | +3.4% |
| 6M | +12.0% | -24.2% | +36.2% | +22.8% |
| YTD | +15.3% | -2.7% | +18.1% | +14.5% |
| 1Y | +22.6% | -3.7% | +26.3% | +21.7% |
| 3Y | +74.7% | -11.5% | +86.1% | +74.5% |
| 5Y | +66.1% | +10.3% | +55.8% | +47.3% |
| 10Y | +225.0% | +122.1% | +102.9% | +100.9% |
| All | +377.4% | +718.8% | -341.3% | +21.1% |
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