+69.7%
HAFN vs VT
+23.3%
+46.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.3% | +3.3% |
| 7D | +8.9% | +0.4% | +8.4% | +8.7% |
| 30D | +26.8% | +1.0% | +25.8% | +26.6% |
| 3M | +27.0% | +2.4% | +24.6% | +26.5% |
| 6M | +27.6% | +12.0% | +15.6% | +22.3% |
| YTD | +88.2% | +15.3% | +72.8% | +77.6% |
| 1Y | +69.7% | +22.6% | +47.1% | +54.5% |
| All | +69.7% | +23.3% | +46.4% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling