+70.6%
VZ vs HSY
+121.1%
-50.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.3% | +0.5% |
| 7D | +2.4% | +3.8% | -1.5% | +1.1% |
| 30D | +11.2% | +6.9% | +4.3% | +8.8% |
| 3M | 0.0% | -4.1% | +4.1% | +1.1% |
| 6M | +1.3% | -5.0% | +6.3% | +2.4% |
| YTD | +21.3% | -2.3% | +23.5% | +20.9% |
| 1Y | +23.9% | +6.1% | +17.9% | +20.3% |
| 3Y | +57.7% | -0.7% | +58.4% | +53.6% |
| 5Y | +21.2% | +9.9% | +11.3% | +13.2% |
| 10Y | +70.6% | +127.8% | -57.2% | +24.5% |
| All | +70.6% | +121.1% | -50.5% | +24.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling