+730.6%
HQH vs VOO
+810.0%
-79.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.7% |
| 7D | -3.5% | -0.8% | -2.8% | -2.9% |
| 30D | -4.6% | -1.1% | -3.6% | -3.7% |
| 3M | +17.5% | +3.9% | +13.6% | +13.5% |
| 6M | +24.0% | +13.6% | +10.4% | +10.9% |
| YTD | +25.7% | +12.7% | +13.0% | +13.1% |
| 1Y | +45.9% | +17.6% | +28.3% | +26.5% |
| 3Y | +93.3% | +77.3% | +16.0% | +15.5% |
| 5Y | +40.2% | +84.1% | -44.0% | -20.0% |
| 10Y | +141.1% | +323.5% | -182.4% | -39.6% |
| All | +730.6% | +810.0% | -79.5% | +16.6% |
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