+220.7%
HASI vs VT
+215.5%
+5.2%
-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 | +2.9% | -4.9% | +7.8% | +9.5% |
| 6M | -8.1% | -1.5% | -6.6% | -6.7% |
| YTD | +28.1% | +8.5% | +19.6% | +14.8% |
| 1Y | +42.8% | +11.4% | +31.5% | +23.9% |
| 3Y | +124.8% | +70.1% | +54.7% | +12.4% |
| 5Y | -20.1% | +53.7% | -73.8% | -53.3% |
| All | +220.7% | +215.5% | +5.2% | -8.7% |
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