+566.5%
VTRS vs HSY
+4,377.7%
-3,811.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.5% |
| 7D | -3.5% | -3.0% | -0.5% | -2.6% |
| 30D | +2.1% | -5.0% | +7.1% | +3.5% |
| 3M | +2.6% | -1.3% | +3.9% | +2.8% |
| 6M | +17.8% | -21.5% | +39.3% | +25.4% |
| YTD | +35.7% | -3.3% | +38.9% | +35.9% |
| 1Y | +63.5% | -5.5% | +69.0% | +64.4% |
| 3Y | +85.1% | -9.9% | +95.1% | +85.9% |
| 5Y | +42.5% | +11.3% | +31.1% | +33.7% |
| 10Y | -48.2% | +128.1% | -176.3% | -61.3% |
| All | +566.5% | +4,377.7% | -3,811.2% | +117.1% |
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