+167.6%
VXUS vs HSY
+425.8%
-258.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.6% | +5.4% | +3.5% |
| 7D | +0.8% | +1.3% | -0.5% | +0.4% |
| 30D | -1.9% | +6.6% | -8.5% | -3.7% |
| 3M | -4.4% | -4.1% | -0.3% | -3.7% |
| 6M | -2.0% | -5.2% | +3.3% | -1.4% |
| YTD | +11.1% | -2.5% | +13.7% | +10.3% |
| 1Y | +15.1% | +4.7% | +10.3% | +11.7% |
| 3Y | +70.4% | +0.6% | +69.9% | +63.5% |
| 5Y | +47.2% | +11.7% | +35.5% | +33.4% |
| 10Y | +142.3% | +120.0% | +22.3% | +69.5% |
| All | +167.6% | +425.8% | -258.2% | +13.5% |
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