+199.2%
HAPN vs VT
+74.0%
+125.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +2.3% |
| 7D | -2.7% | +2.4% | -5.0% | -7.3% |
| 30D | +9.5% | -1.5% | +11.0% | +12.7% |
| 3M | -21.0% | -4.1% | -16.8% | -13.8% |
| 6M | +1.3% | +0.6% | +0.8% | +0.1% |
| YTD | -18.0% | +11.0% | -29.0% | -34.0% |
| 1Y | -11.2% | +13.3% | -24.5% | -31.4% |
| 3Y | +199.2% | +73.4% | +125.8% | -18.9% |
| All | +199.2% | +74.0% | +125.2% | -18.9% |
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