+25.2%
VZ vs HSY
+10.7%
+14.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.2% | -2.1% | +0.9% |
| 7D | +6.9% | +6.6% | +0.4% | +5.0% |
| 30D | +2.3% | +8.4% | -6.1% | 0.0% |
| 3M | 0.0% | -1.8% | +1.8% | +0.3% |
| 6M | +0.2% | -2.6% | +2.9% | +0.2% |
| YTD | +20.9% | -2.0% | +22.9% | +17.5% |
| 1Y | +25.2% | +8.3% | +16.9% | +16.7% |
| All | +25.2% | +10.7% | +14.6% | +16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling