+216.9%
HASI vs VT
+215.5%
+1.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.3% |
| 7D | +4.5% | -2.3% | +6.8% | +7.5% |
| 30D | +7.0% | -5.0% | +12.0% | +13.9% |
| 3M | +1.7% | -4.9% | +6.6% | +8.2% |
| 6M | -9.2% | -1.5% | -7.6% | -7.8% |
| YTD | +26.6% | +8.5% | +18.1% | +13.5% |
| 1Y | +41.1% | +11.4% | +29.8% | +22.4% |
| 3Y | +122.1% | +70.1% | +52.1% | +11.1% |
| 5Y | -21.0% | +53.7% | -74.8% | -53.9% |
| All | +216.9% | +215.5% | +1.4% | -9.7% |
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