+954.4%
VTI vs HSY
+946.3%
+8.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.6% | -0.6% |
| 7D | +0.6% | -1.6% | +2.2% | +1.2% |
| 30D | -1.1% | -4.2% | +3.1% | +0.3% |
| 3M | +3.9% | -0.7% | +4.6% | +3.6% |
| 6M | +14.6% | -21.8% | +36.4% | +23.7% |
| YTD | +13.3% | -2.7% | +16.0% | +12.6% |
| 1Y | +19.2% | -4.8% | +24.0% | +18.9% |
| 3Y | +77.4% | -9.4% | +86.8% | +75.5% |
| 5Y | +74.0% | +11.3% | +62.8% | +56.6% |
| 10Y | +294.6% | +125.0% | +169.6% | +163.0% |
| All | +954.4% | +946.3% | +8.1% | +273.6% |
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