+576.6%
HASI vs VT
+318.7%
+257.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.7% | -3.7% |
| 7D | -4.1% | +0.4% | -4.6% | -4.7% |
| 30D | +0.4% | +1.0% | -0.5% | -0.6% |
| 3M | -3.7% | +2.4% | -6.0% | -6.4% |
| 6M | +5.8% | +12.0% | -6.2% | -7.6% |
| YTD | +24.8% | +15.3% | +9.4% | +5.3% |
| 1Y | +43.6% | +22.6% | +21.0% | +12.9% |
| 3Y | +97.1% | +74.7% | +22.4% | +2.7% |
| 5Y | -17.4% | +66.1% | -83.6% | -53.4% |
| 10Y | +159.2% | +225.0% | -65.8% | -19.1% |
| All | +576.6% | +318.7% | +257.9% | +101.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling