+118.4%
HAFC vs VOO
+82.3%
+36.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.7% |
| 7D | +2.7% | +0.5% | +2.1% | +2.2% |
| 30D | -0.7% | -0.9% | +0.2% | +0.1% |
| 3M | +4.7% | +3.9% | +0.8% | +0.8% |
| 6M | +25.3% | +14.5% | +10.7% | +10.0% |
| YTD | +20.6% | +13.0% | +7.6% | +7.3% |
| 1Y | +31.0% | +19.4% | +11.5% | +10.4% |
| 3Y | +118.3% | +78.9% | +39.5% | +25.7% |
| 5Y | +118.4% | +82.3% | +36.1% | +23.4% |
| All | +118.4% | +82.3% | +36.0% | +23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling