+224.1%
HAP price history and return analytics
+222.7%
+1.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.8% |
| 7D | +0.8% | -0.1% | +0.9% | +0.9% |
| 30D | +6.5% | -0.7% | +7.2% | +7.2% |
| 3M | +12.3% | +4.0% | +8.3% | +8.0% |
| 6M | +10.7% | +12.3% | -1.6% | -1.2% |
| YTD | +30.5% | +14.0% | +16.5% | +14.8% |
| 1Y | +45.0% | +20.3% | +24.7% | +21.1% |
| 3Y | +71.1% | +75.4% | -4.4% | -1.6% |
| 5Y | +96.1% | +66.0% | +30.1% | +18.3% |
| 10Y | +224.1% | +228.2% | -4.1% | +0.8% |
| All | +224.1% | +222.7% | +1.5% | +0.8% |
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