+34.4%
HAP vs VOO
+14.7%
+19.7%
-9.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.7% | 0.0% |
| 7D | -0.5% | -0.7% | +0.2% | -0.1% |
| 30D | -0.2% | -1.1% | +0.8% | +0.4% |
| 3M | +3.1% | -0.3% | +3.4% | +3.2% |
| 6M | +1.7% | +7.4% | -5.6% | -2.7% |
| YTD | +22.8% | +13.4% | +9.5% | +13.5% |
| 1Y | +34.4% | +14.8% | +19.6% | +23.0% |
| All | +34.4% | +14.7% | +19.7% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling