+224.1%
HAP vs VOO
+315.3%
-91.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.6% |
| 7D | +0.8% | -0.4% | +1.1% | +1.1% |
| 30D | +6.5% | -1.4% | +7.9% | +7.7% |
| 3M | +12.3% | +3.7% | +8.6% | +8.8% |
| 6M | +10.7% | +13.0% | -2.3% | -0.3% |
| YTD | +30.5% | +12.4% | +18.1% | +18.1% |
| 1Y | +45.0% | +18.6% | +26.4% | +25.4% |
| 3Y | +71.1% | +78.1% | -7.0% | +3.2% |
| 5Y | +96.1% | +82.3% | +13.8% | +14.5% |
| 10Y | +224.1% | +322.5% | -98.4% | -9.8% |
| All | +224.1% | +315.3% | -91.2% | -9.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling