+183.8%
VXUS vs HSY
+424.8%
-241.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.8% |
| 7D | +1.0% | -3.3% | +4.3% | +1.9% |
| 30D | +2.2% | -2.8% | +5.0% | +2.9% |
| 3M | +3.0% | -4.5% | +7.5% | +3.7% |
| 6M | +10.7% | -24.2% | +34.9% | +18.5% |
| YTD | +17.8% | -2.7% | +20.6% | +17.3% |
| 1Y | +27.6% | -3.7% | +31.3% | +27.0% |
| 3Y | +73.3% | -11.5% | +84.8% | +74.0% |
| 5Y | +54.3% | +10.3% | +44.0% | +40.7% |
| 10Y | +149.8% | +122.1% | +27.7% | +74.3% |
| All | +183.8% | +424.8% | -241.0% | +20.7% |
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