+11.3%
HSY price history and return analytics
+65.7%
-54.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -3.0% | -0.1% | -2.8% | -2.9% |
| 30D | -5.0% | -0.7% | -4.4% | -4.9% |
| 3M | -1.3% | +4.0% | -5.3% | -2.1% |
| 6M | -21.5% | +12.3% | -33.8% | -23.5% |
| YTD | -3.3% | +14.0% | -17.3% | -6.1% |
| 1Y | -5.5% | +20.3% | -25.8% | -9.3% |
| 3Y | -9.9% | +75.4% | -85.4% | -22.1% |
| 5Y | +11.3% | +66.0% | -54.6% | -4.7% |
| All | +11.3% | +65.7% | -54.3% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling