+423.8%
HAFC vs VOO
+800.4%
-376.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.8% |
| 7D | +0.8% | +2.6% | -1.8% | -2.1% |
| 30D | +8.0% | -2.0% | +10.0% | +10.2% |
| 3M | +1.4% | -2.8% | +4.1% | +4.2% |
| 6M | +14.4% | +2.2% | +12.2% | +10.8% |
| YTD | +25.3% | +11.5% | +13.8% | +9.8% |
| 1Y | +25.9% | +13.5% | +12.4% | +8.1% |
| 3Y | +139.6% | +78.1% | +61.5% | +22.4% |
| 5Y | +74.0% | +73.1% | +0.9% | -8.8% |
| 10Y | +68.0% | +310.7% | -242.8% | -67.7% |
| All | +423.8% | +800.4% | -376.6% | -61.1% |
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