+20.5%
HNI vs VOO
+325.3%
-304.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.3% |
| 7D | -5.6% | -0.8% | -4.8% | -4.8% |
| 30D | -4.1% | -1.1% | -3.1% | -3.0% |
| 3M | +42.5% | +3.9% | +38.6% | +36.9% |
| 6M | +16.9% | +13.6% | +3.3% | +1.9% |
| YTD | +14.4% | +12.7% | +1.7% | +0.5% |
| 1Y | +5.4% | +17.6% | -12.2% | -11.8% |
| 3Y | +63.4% | +77.3% | -13.9% | -13.8% |
| 5Y | +55.0% | +84.1% | -29.2% | -22.5% |
| All | +20.5% | +325.3% | -304.8% | -79.3% |
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