+144.6%
HQH vs VOO
+321.5%
-177.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.4% |
| 7D | -2.6% | -1.2% | -1.3% | -1.6% |
| 30D | -3.1% | -2.0% | -1.1% | -1.5% |
| 3M | +16.8% | +2.8% | +13.9% | +14.0% |
| 6M | +30.0% | +15.5% | +14.5% | +15.6% |
| YTD | +26.9% | +12.2% | +14.8% | +15.5% |
| 1Y | +48.7% | +17.1% | +31.6% | +30.8% |
| 3Y | +98.0% | +75.7% | +22.3% | +23.8% |
| 5Y | +44.9% | +83.8% | -38.9% | -13.5% |
| 10Y | +144.6% | +321.9% | -177.3% | -42.4% |
| All | +144.6% | +321.5% | -177.0% | -42.4% |
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 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