+71.6%
VZ vs HSY
+131.3%
-59.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.2% |
| 7D | +0.9% | +1.1% | -0.2% | +0.6% |
| 30D | +8.9% | +7.7% | +1.2% | +6.3% |
| 3M | +0.1% | -2.3% | +2.4% | +0.7% |
| 6M | +1.9% | -5.3% | +7.2% | +3.2% |
| YTD | +22.0% | -0.9% | +22.9% | +21.1% |
| 1Y | +22.1% | +5.2% | +16.9% | +18.8% |
| 3Y | +58.7% | +0.7% | +57.9% | +53.8% |
| 5Y | +22.3% | +12.2% | +10.1% | +13.4% |
| 10Y | +71.6% | +131.1% | -59.5% | +24.9% |
| All | +71.6% | +131.3% | -59.6% | +24.9% |
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 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