+76.0%
VUG vs HSY
+10.6%
+65.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | +0.1% | -3.0% | +3.0% | +0.2% |
| 30D | -1.7% | -5.0% | +3.4% | -1.5% |
| 3M | +2.8% | -1.3% | +4.1% | +2.8% |
| 6M | +13.6% | -21.5% | +35.1% | +15.0% |
| YTD | +8.1% | -3.3% | +11.3% | +7.8% |
| 1Y | +13.1% | -5.5% | +18.6% | +12.9% |
| 3Y | +87.0% | -9.9% | +96.9% | +88.9% |
| 5Y | +76.0% | +11.3% | +64.6% | +70.8% |
| All | +76.0% | +10.6% | +65.4% | +70.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling