+374.5%
HNI vs VT
+357.6%
+16.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.6% | +2.7% | +2.0% |
| 7D | +0.2% | +0.4% | -0.2% | -0.4% |
| 30D | +6.2% | -2.6% | +8.8% | +9.3% |
| 3M | +0.8% | -3.2% | +4.0% | +4.7% |
| 6M | +50.7% | +0.9% | +49.8% | +48.3% |
| YTD | +21.4% | +11.3% | +10.1% | +5.4% |
| 1Y | +30.5% | +14.0% | +16.5% | +9.7% |
| 3Y | +44.2% | +75.8% | -31.7% | -30.4% |
| 5Y | +45.5% | +57.8% | -12.4% | -20.1% |
| 10Y | +57.7% | +219.8% | -162.1% | -64.1% |
| All | +374.5% | +357.6% | +16.9% | -10.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling