+561.7%
VTRS vs HSY
+4,433.6%
-3,871.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -2.0% | -1.1% |
| 7D | -3.3% | -0.4% | -2.9% | -3.2% |
| 30D | +1.4% | -3.4% | +4.8% | +2.3% |
| 3M | +4.6% | -0.5% | +5.2% | +4.6% |
| 6M | +18.1% | -19.1% | +37.2% | +24.7% |
| YTD | +34.7% | -2.1% | +36.7% | +34.4% |
| 1Y | +65.6% | -3.2% | +68.9% | +65.5% |
| 3Y | +83.8% | -8.8% | +92.6% | +83.9% |
| 5Y | +46.5% | +13.0% | +33.5% | +36.8% |
| 10Y | -48.6% | +130.9% | -179.5% | -61.7% |
| All | +561.7% | +4,433.6% | -3,871.9% | +114.8% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling