-12.2%
HASI price history and return analytics
+66.2%
-78.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +3.4% |
| 7D | -0.4% | +1.0% | -1.4% | -1.8% |
| 30D | -3.2% | -0.2% | -3.0% | -2.9% |
| 3M | +6.6% | +4.5% | +2.0% | 0.0% |
| 6M | +12.3% | +14.1% | -1.8% | -7.0% |
| YTD | +28.1% | +14.8% | +13.3% | +5.2% |
| 1Y | +48.8% | +21.2% | +27.6% | +13.1% |
| 3Y | +92.0% | +76.6% | +15.4% | -18.0% |
| 5Y | -12.2% | +66.6% | -78.8% | -56.9% |
| All | -12.2% | +66.2% | -78.4% | -56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling