+13.7%
HAE vs VOO
+77.0%
-63.3%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.6% |
| 7D | +0.2% | -0.4% | +0.6% | +0.4% |
| 30D | +19.1% | -1.4% | +20.5% | +20.0% |
| 3M | +31.1% | +3.7% | +27.3% | +27.8% |
| 6M | +60.6% | +13.0% | +47.6% | +47.9% |
| YTD | +28.7% | +12.4% | +16.3% | +18.7% |
| 1Y | +90.2% | +18.6% | +71.6% | +68.1% |
| All | +13.7% | +77.0% | -63.3% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling