+409.9%
HAFC vs VOO
+817.1%
-407.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | +3.0% | +0.1% | +2.8% | +2.8% |
| 30D | -1.0% | +0.1% | -1.1% | -1.2% |
| 3M | +6.2% | +2.0% | +4.2% | +3.3% |
| 6M | +23.4% | +13.0% | +10.3% | +6.9% |
| YTD | +22.0% | +13.6% | +8.4% | +5.1% |
| 1Y | +31.7% | +20.1% | +11.6% | +6.4% |
| 3Y | +106.4% | +77.6% | +28.8% | +6.3% |
| 5Y | +117.3% | +82.4% | +34.9% | +7.4% |
| 10Y | +81.9% | +316.8% | -234.9% | -65.5% |
| All | +409.9% | +817.1% | -407.2% | -62.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling