+251.5%
HAP vs VOO
+817.1%
-565.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +2.1% | +0.1% | +2.0% | +2.0% |
| 30D | +8.1% | +0.1% | +8.0% | +8.0% |
| 3M | +6.6% | +2.0% | +4.6% | +4.4% |
| 6M | +8.3% | +13.0% | -4.7% | -3.6% |
| YTD | +29.5% | +13.6% | +15.9% | +14.6% |
| 1Y | +44.6% | +20.1% | +24.5% | +21.4% |
| 3Y | +67.6% | +77.6% | -10.0% | -4.7% |
| 5Y | +91.0% | +82.4% | +8.6% | +4.2% |
| 10Y | +215.5% | +316.8% | -101.3% | -29.9% |
| All | +251.5% | +817.1% | -565.6% | -69.8% |
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