+576.6%
HASI vs VOO
+523.7%
+52.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.4% |
| 7D | -4.1% | +0.1% | -4.3% | -4.3% |
| 30D | +0.4% | +0.1% | +0.4% | +0.4% |
| 3M | -3.7% | +2.0% | -5.7% | -5.7% |
| 6M | +5.8% | +13.0% | -7.3% | -7.3% |
| YTD | +24.8% | +13.6% | +11.2% | +8.8% |
| 1Y | +43.6% | +20.1% | +23.6% | +18.0% |
| 3Y | +97.1% | +77.6% | +19.5% | +4.6% |
| 5Y | -17.4% | +82.4% | -99.9% | -56.5% |
| 10Y | +159.2% | +316.8% | -157.6% | -32.6% |
| All | +576.6% | +523.7% | +52.9% | +51.3% |
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