+742.9%
HSY price history and return analytics
+360.7%
+382.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +0.9% |
| 7D | +1.1% | -0.7% | +1.8% | +1.3% |
| 30D | +7.7% | -1.7% | +9.4% | +8.3% |
| 3M | -2.3% | -2.3% | 0.0% | -1.6% |
| 6M | -5.3% | +1.5% | -6.8% | -6.5% |
| YTD | -0.9% | +12.0% | -12.9% | -6.5% |
| 1Y | +5.2% | +12.9% | -7.6% | -1.1% |
| 3Y | +0.7% | +74.9% | -74.2% | -23.3% |
| 5Y | +12.2% | +59.9% | -47.7% | -12.1% |
| 10Y | +131.1% | +224.6% | -93.5% | +28.2% |
| All | +742.9% | +360.7% | +382.3% | +299.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling