+376.5%
HMN vs VOO
+812.0%
-435.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | -0.6% | +0.5% | -1.1% | -1.0% |
| 30D | -3.5% | -0.9% | -2.6% | -2.7% |
| 3M | +9.0% | +3.9% | +5.1% | +5.1% |
| 6M | +18.0% | +14.5% | +3.4% | +4.2% |
| YTD | +10.9% | +13.0% | -2.1% | -1.1% |
| 1Y | +12.0% | +19.4% | -7.4% | -5.1% |
| 3Y | +97.0% | +78.9% | +18.1% | +13.6% |
| 5Y | +48.2% | +82.3% | -34.0% | -18.6% |
| 10Y | +92.6% | +314.2% | -221.6% | -56.5% |
| All | +376.5% | +812.0% | -435.5% | -64.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling