+18.7%
HAFC price history and return analytics
+346.0%
-327.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.2% |
| 7D | +0.4% | -2.3% | +2.7% | +2.9% |
| 30D | +4.1% | -5.0% | +9.1% | +9.7% |
| 3M | +1.6% | -4.9% | +6.4% | +6.8% |
| 6M | +8.4% | -1.5% | +9.9% | +9.3% |
| YTD | +24.4% | +8.5% | +15.9% | +12.8% |
| 1Y | +27.3% | +11.4% | +15.9% | +12.2% |
| 3Y | +127.4% | +70.1% | +57.3% | +27.8% |
| 5Y | +70.4% | +53.7% | +16.6% | +6.7% |
| 10Y | +100.5% | +220.0% | -119.4% | -37.7% |
| All | +18.7% | +346.0% | -327.3% | -70.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling