-13.7%
HASI vs VOO
+81.6%
-95.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -1.9% |
| 7D | -3.6% | -0.4% | -3.2% | -3.2% |
| 30D | -5.3% | -1.4% | -4.0% | -3.8% |
| 3M | +5.5% | +3.7% | +1.8% | +0.9% |
| 6M | +9.2% | +13.0% | -3.8% | -5.8% |
| YTD | +24.9% | +12.4% | +12.5% | +8.5% |
| 1Y | +46.0% | +18.6% | +27.4% | +18.8% |
| 3Y | +87.2% | +78.1% | +9.2% | -13.5% |
| 5Y | -13.7% | +82.3% | -96.0% | -60.0% |
| All | -13.7% | +81.6% | -95.3% | -60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling