+302.3%
HQI vs VOO
+325.3%
-23.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.9% |
| 7D | -0.6% | -0.8% | +0.2% | -0.2% |
| 30D | -3.2% | -1.1% | -2.1% | -2.7% |
| 3M | +13.6% | +3.9% | +9.7% | +11.4% |
| 6M | +55.0% | +13.6% | +41.4% | +45.7% |
| YTD | +54.8% | +12.7% | +42.1% | +46.0% |
| 1Y | +59.0% | +17.6% | +41.5% | +47.1% |
| 3Y | -0.3% | +77.3% | -77.6% | -21.7% |
| 5Y | -8.1% | +84.1% | -92.2% | -29.1% |
| All | +302.3% | +325.3% | -23.0% | +184.4% |
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