-85.6%
HAPN vs VOO
+356.3%
-441.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.1% |
| 7D | -3.1% | -0.4% | -2.7% | -2.5% |
| 30D | -13.4% | -1.4% | -12.0% | -11.3% |
| 3M | -4.6% | +3.7% | -8.3% | -9.5% |
| 6M | +14.0% | +13.0% | +1.0% | -5.2% |
| YTD | -11.1% | +12.4% | -23.6% | -24.9% |
| 1Y | +2.1% | +18.6% | -16.5% | -19.9% |
| 3Y | +145.3% | +78.1% | +67.3% | +9.1% |
| 5Y | -44.8% | +82.3% | -127.1% | -74.0% |
| 10Y | -37.2% | +322.5% | -359.7% | -88.5% |
| All | -85.6% | +356.3% | -441.9% | -97.5% |
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