+592.9%
HASI vs VOO
+512.4%
+80.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | -0.3% | +2.6% | -2.8% | -3.0% |
| 30D | +7.1% | -2.0% | +9.1% | +9.2% |
| 3M | -7.3% | -2.8% | -4.5% | -4.6% |
| 6M | -2.3% | +2.2% | -4.5% | -4.7% |
| YTD | +27.8% | +11.5% | +16.2% | +13.4% |
| 1Y | +23.3% | +13.5% | +9.8% | +7.4% |
| 3Y | +130.4% | +78.1% | +52.3% | +21.1% |
| 5Y | -21.3% | +73.1% | -94.5% | -56.4% |
| 10Y | +219.6% | +310.7% | -91.2% | -15.6% |
| All | +592.9% | +512.4% | +80.5% | +57.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling