+715.8%
VTV vs HSY
+690.4%
+25.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | -0.7% | -3.0% | +2.3% | +0.5% |
| 30D | -0.5% | -5.0% | +4.5% | +1.4% |
| 3M | +5.3% | -1.3% | +6.6% | +5.3% |
| 6M | +12.9% | -21.5% | +34.4% | +23.0% |
| YTD | +18.5% | -3.3% | +21.7% | +18.2% |
| 1Y | +25.3% | -5.5% | +30.8% | +25.6% |
| 3Y | +68.2% | -9.9% | +78.1% | +67.4% |
| 5Y | +80.6% | +11.3% | +69.3% | +61.2% |
| 10Y | +232.9% | +128.1% | +104.9% | +110.9% |
| All | +715.8% | +690.4% | +25.3% | +178.4% |
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