+1,250.4%
VUG vs HSY
+694.8%
+555.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.1% |
| 7D | -0.1% | -3.3% | +3.2% | +1.0% |
| 30D | -0.3% | -2.8% | +2.5% | +0.5% |
| 3M | -0.7% | -4.5% | +3.8% | +0.2% |
| 6M | +14.6% | -24.2% | +38.8% | +24.6% |
| YTD | +9.0% | -2.7% | +11.8% | +8.2% |
| 1Y | +14.9% | -3.7% | +18.6% | +13.9% |
| 3Y | +86.0% | -11.5% | +97.5% | +85.0% |
| 5Y | +76.7% | +10.3% | +66.4% | +58.2% |
| 10Y | +411.3% | +122.1% | +289.2% | +235.3% |
| All | +1,250.4% | +694.8% | +555.6% | +413.9% |
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