+431.6%
HQI vs VOO
+810.0%
-378.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.0% |
| 7D | -0.6% | -0.8% | +0.2% | -0.3% |
| 30D | -3.2% | -1.1% | -2.1% | -2.8% |
| 3M | +13.6% | +3.9% | +9.7% | +11.7% |
| 6M | +55.0% | +13.6% | +41.4% | +47.0% |
| YTD | +54.8% | +12.7% | +42.1% | +47.3% |
| 1Y | +59.0% | +17.6% | +41.5% | +48.9% |
| 3Y | -0.3% | +77.3% | -77.6% | -18.9% |
| 5Y | -8.1% | +84.1% | -92.2% | -26.3% |
| 10Y | +291.7% | +323.5% | -31.9% | +160.0% |
| All | +431.6% | +810.0% | -378.5% | +208.8% |
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