+180.0%
HASI price history and return analytics
+222.7%
-42.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.8% | -1.7% |
| 7D | -3.6% | -0.1% | -3.5% | -3.4% |
| 30D | -5.3% | -0.7% | -4.7% | -4.6% |
| 3M | +5.5% | +4.0% | +1.5% | +0.2% |
| 6M | +9.2% | +12.3% | -3.1% | -6.1% |
| YTD | +24.9% | +14.0% | +10.9% | +5.4% |
| 1Y | +46.0% | +20.3% | +25.7% | +15.1% |
| 3Y | +87.2% | +75.4% | +11.8% | -8.8% |
| 5Y | -13.7% | +66.0% | -79.7% | -53.9% |
| 10Y | +180.0% | +228.2% | -48.2% | -23.1% |
| All | +180.0% | +222.7% | -42.7% | -23.1% |
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