+9.9%
HSY price history and return analytics
+57.5%
-47.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.3% |
| 7D | +3.8% | -0.1% | +4.0% | +3.8% |
| 30D | +6.9% | -3.1% | +9.9% | +7.4% |
| 3M | -4.1% | -3.5% | -0.6% | -3.6% |
| 6M | -5.0% | +0.5% | -5.5% | -5.3% |
| YTD | -2.3% | +10.8% | -13.1% | -4.7% |
| 1Y | +6.1% | +11.9% | -5.8% | +3.2% |
| 3Y | -0.7% | +73.0% | -73.6% | -13.9% |
| 5Y | +9.9% | +58.6% | -48.7% | -5.0% |
| All | +9.9% | +57.5% | -47.7% | -5.0% |
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