+197.2%
HNI vs VOO
+802.4%
-605.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.3% |
| 7D | -4.0% | -2.0% | -2.0% | -1.5% |
| 30D | -5.8% | -1.7% | -4.2% | -3.8% |
| 3M | +46.5% | +4.7% | +41.7% | +38.4% |
| 6M | +16.6% | +12.6% | +4.1% | +0.5% |
| YTD | +13.0% | +11.8% | +1.2% | -1.8% |
| 1Y | +6.8% | +17.5% | -10.7% | -13.2% |
| 3Y | +61.2% | +77.0% | -15.8% | -23.8% |
| 5Y | +53.1% | +82.6% | -29.5% | -32.0% |
| 10Y | +20.9% | +320.0% | -299.1% | -84.7% |
| All | +197.2% | +802.4% | -605.2% | -92.0% |
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