+87.1%
VTRS vs HSY
-9.3%
+96.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | -2.2% | +0.1% | -2.3% | -2.2% |
| 30D | +3.3% | -5.2% | +8.5% | +4.4% |
| 3M | +2.0% | -3.4% | +5.4% | +2.5% |
| 6M | +19.9% | -19.2% | +39.1% | +24.5% |
| YTD | +35.7% | -2.6% | +38.4% | +35.4% |
| 1Y | +68.1% | -3.8% | +71.9% | +67.6% |
| 3Y | +87.1% | -10.6% | +97.7% | +86.6% |
| All | +87.1% | -9.3% | +96.4% | +86.6% |
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 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