+55.4%
VXUS vs HSY
+13.1%
+42.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.4% | -0.4% |
| 7D | +1.6% | -1.6% | +3.1% | +1.7% |
| 30D | +1.0% | -4.2% | +5.2% | +1.3% |
| 3M | +5.7% | -0.7% | +6.4% | +5.6% |
| 6M | +13.6% | -21.8% | +35.4% | +15.9% |
| YTD | +17.4% | -2.7% | +20.1% | +17.3% |
| 1Y | +25.1% | -4.8% | +29.9% | +25.1% |
| 3Y | +75.8% | -9.4% | +85.2% | +76.1% |
| 5Y | +55.4% | +11.3% | +44.1% | +49.9% |
| All | +55.4% | +13.1% | +42.2% | +49.9% |
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 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