+990.1%
VZ vs HSY
+4,402.6%
-3,412.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.6% |
| 7D | +0.1% | -3.3% | +3.4% | +1.1% |
| 30D | +7.9% | -2.8% | +10.7% | +8.8% |
| 3M | +13.6% | -4.5% | +18.1% | +15.0% |
| 6M | +1.1% | -24.2% | +25.3% | +9.2% |
| YTD | +29.3% | -2.7% | +32.0% | +29.4% |
| 1Y | +21.2% | -3.7% | +25.0% | +21.4% |
| 3Y | +75.9% | -11.5% | +87.4% | +78.1% |
| 5Y | +24.1% | +10.3% | +13.7% | +17.0% |
| 10Y | +62.4% | +122.1% | -59.7% | +22.4% |
| All | +990.1% | +4,402.6% | -3,412.6% | +224.3% |
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