+227.2%
HASI price history and return analytics
+224.4%
+2.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +0.5% |
| 7D | -1.6% | -0.7% | -0.9% | -1.0% |
| 30D | +8.6% | -1.7% | +10.3% | +10.8% |
| 3M | -2.1% | -2.3% | +0.2% | +0.6% |
| 6M | -0.8% | +1.5% | -2.3% | -3.1% |
| YTD | +30.8% | +12.0% | +18.8% | +12.5% |
| 1Y | +22.5% | +12.9% | +9.6% | +4.4% |
| 3Y | +144.1% | +74.9% | +69.1% | +17.8% |
| 5Y | -17.8% | +59.9% | -77.8% | -54.4% |
| 10Y | +227.2% | +224.6% | +2.6% | -13.2% |
| All | +227.2% | +224.4% | +2.9% | -13.2% |
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