+116.5%
HQI vs VOO
+14.7%
+101.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.5% | +5.5% |
| 7D | +5.2% | -0.7% | +5.9% | +5.4% |
| 30D | -7.0% | -1.1% | -6.0% | -6.8% |
| 3M | +35.0% | -0.3% | +35.4% | +35.0% |
| 6M | +55.1% | +7.4% | +47.7% | +45.3% |
| YTD | +71.0% | +13.4% | +57.6% | +49.2% |
| 1Y | +116.5% | +14.8% | +101.7% | +85.7% |
| All | +116.5% | +14.7% | +101.8% | +85.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling