+71.3%
HAFC vs VOO
+72.8%
-1.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | -0.2% | -0.6% | +0.3% | +0.2% |
| 30D | +7.1% | -3.6% | +10.7% | +10.6% |
| 3M | +4.0% | -2.7% | +6.8% | +6.5% |
| 6M | +9.5% | +2.2% | +7.2% | +6.7% |
| YTD | +25.4% | +10.9% | +14.5% | +13.2% |
| 1Y | +25.6% | +11.3% | +14.3% | +12.9% |
| 3Y | +140.7% | +76.9% | +63.8% | +39.6% |
| 5Y | +71.3% | +73.5% | -2.2% | -0.7% |
| All | +71.3% | +72.8% | -1.4% | -0.7% |
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