-43.1%
HAPN vs VT
+215.5%
-258.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.8% |
| 7D | +2.8% | -2.3% | +5.1% | +7.1% |
| 30D | +5.3% | -5.0% | +10.2% | +15.2% |
| 3M | -19.0% | -4.9% | -14.1% | -11.4% |
| 6M | -6.4% | -1.5% | -4.9% | -3.6% |
| YTD | -15.7% | +8.5% | -24.2% | -26.3% |
| 1Y | -11.3% | +11.4% | -22.7% | -25.6% |
| 3Y | +178.5% | +70.1% | +108.5% | +18.6% |
| 5Y | -65.0% | +53.7% | -118.7% | -80.7% |
| All | -43.1% | +215.5% | -258.6% | -88.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling