+92.2%
HMN vs VOO
+321.7%
-229.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.6% |
| 7D | -4.6% | -2.0% | -2.6% | -3.2% |
| 30D | -5.2% | -1.7% | -3.6% | -4.1% |
| 3M | +2.9% | +4.7% | -1.9% | -0.9% |
| 6M | +18.8% | +12.6% | +6.2% | +8.0% |
| YTD | +9.0% | +11.8% | -2.8% | -0.6% |
| 1Y | +9.7% | +17.5% | -7.8% | -4.0% |
| 3Y | +93.6% | +77.0% | +16.6% | +20.0% |
| 5Y | +48.2% | +82.6% | -34.4% | -12.7% |
| All | +92.2% | +321.7% | -229.6% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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