+147.4%
HAPN vs VOO
+75.9%
+71.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | +0.4% |
| 7D | -5.0% | -2.0% | -3.0% | -1.1% |
| 30D | -13.2% | -1.7% | -11.5% | -10.0% |
| 3M | -3.0% | +4.7% | -7.8% | -11.2% |
| 6M | +14.7% | +12.6% | +2.1% | -8.8% |
| YTD | -11.8% | +11.8% | -23.6% | -28.1% |
| 1Y | +3.0% | +17.5% | -14.6% | -23.2% |
| All | +147.4% | +75.9% | +71.5% | -8.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling