+1,465.5%
VTR vs HSY
+1,125.7%
+339.8%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -2.9% | -3.0% | 0.0% | -1.8% |
| 30D | -2.8% | -5.0% | +2.2% | -0.8% |
| 3M | +9.0% | -1.3% | +10.3% | +9.3% |
| 6M | +5.0% | -21.5% | +26.5% | +14.7% |
| YTD | +16.9% | -3.3% | +20.2% | +17.4% |
| 1Y | +34.3% | -5.5% | +39.8% | +35.4% |
| 3Y | +131.6% | -9.9% | +141.5% | +131.9% |
| 5Y | +88.0% | +11.3% | +76.6% | +69.9% |
| 10Y | +97.8% | +128.1% | -30.3% | +39.8% |
| All | +1,465.5% | +1,125.7% | +339.8% | +563.6% |
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