+235.4%
HAP vs VOO
+798.5%
-563.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.2% | 0.0% |
| 7D | +0.7% | +0.1% | +0.7% | +0.5% |
| 30D | +0.2% | -3.3% | +3.5% | +3.1% |
| 3M | +2.0% | -2.4% | +4.4% | +4.1% |
| 6M | +2.3% | +2.6% | -0.3% | -0.5% |
| YTD | +23.6% | +11.3% | +12.3% | +11.2% |
| 1Y | +32.3% | +13.4% | +18.9% | +16.9% |
| 3Y | +72.6% | +80.3% | -7.7% | -3.5% |
| 5Y | +75.4% | +72.7% | +2.7% | +0.8% |
| 10Y | +203.0% | +310.0% | -107.1% | -31.9% |
| All | +235.4% | +798.5% | -563.1% | -70.7% |
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