-39.9%
HAPN vs VOO
+325.3%
-365.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.8% |
| 7D | -5.4% | -0.8% | -4.6% | -4.1% |
| 30D | -13.8% | -1.1% | -12.7% | -12.1% |
| 3M | -7.9% | +3.9% | -11.8% | -13.2% |
| 6M | +15.1% | +13.6% | +1.5% | -5.9% |
| YTD | -11.3% | +12.7% | -24.0% | -25.8% |
| 1Y | +0.4% | +17.6% | -17.2% | -21.0% |
| 3Y | +148.9% | +77.3% | +71.6% | +7.3% |
| 5Y | -44.1% | +84.1% | -128.2% | -75.0% |
| All | -39.9% | +325.3% | -365.2% | -92.3% |
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