+65.5%
VZ vs HSY
+122.5%
-57.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.4% | +1.6% |
| 7D | +2.2% | +1.3% | +0.9% | +1.8% |
| 30D | +10.6% | +6.6% | +4.0% | +8.3% |
| 3M | -0.6% | -4.1% | +3.5% | +0.5% |
| 6M | +0.7% | -5.2% | +6.0% | +2.0% |
| YTD | +20.6% | -2.5% | +23.2% | +20.3% |
| 1Y | +22.7% | +4.7% | +18.0% | +19.5% |
| 3Y | +57.2% | +0.6% | +56.7% | +52.4% |
| 5Y | +21.4% | +11.7% | +9.7% | +12.6% |
| 10Y | +65.5% | +120.0% | -54.5% | +19.2% |
| All | +65.5% | +122.5% | -57.0% | +19.2% |
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