+350.8%
HNI vs VT
+346.0%
+4.8%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.5% |
| 7D | -3.6% | -2.3% | -1.3% | -0.9% |
| 30D | +1.7% | -5.0% | +6.6% | +7.9% |
| 3M | -2.7% | -4.9% | +2.2% | +3.2% |
| 6M | +44.6% | -1.5% | +46.1% | +46.5% |
| YTD | +15.3% | +8.5% | +6.9% | +3.3% |
| 1Y | +23.0% | +11.4% | +11.6% | +6.4% |
| 3Y | +34.8% | +70.1% | -35.3% | -32.2% |
| 5Y | +37.1% | +53.7% | -16.7% | -22.3% |
| 10Y | +63.5% | +220.0% | -156.5% | -62.8% |
| All | +350.8% | +346.0% | +4.8% | -12.1% |
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