+63.9%
HAP vs VT
+69.7%
-5.9%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | -2.1% | -2.3% | +0.3% | -0.4% |
| 30D | -0.7% | -5.0% | +4.3% | +3.1% |
| 3M | +0.9% | -4.9% | +5.8% | +4.6% |
| 6M | -1.1% | -1.5% | +0.4% | -0.3% |
| YTD | +21.0% | +8.5% | +12.5% | +13.0% |
| 1Y | +30.7% | +11.4% | +19.3% | +19.4% |
| 3Y | +63.9% | +70.1% | -6.2% | +0.2% |
| All | +63.9% | +69.7% | -5.9% | +0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling