+169.5%
HQL vs VOO
+317.9%
-148.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.3% | +0.8% | +1.2% |
| 7D | +3.8% | +0.1% | +3.7% | +3.8% |
| 30D | +2.8% | -3.3% | +6.1% | +5.8% |
| 3M | -6.9% | -2.4% | -4.5% | -5.0% |
| 6M | +9.0% | +2.6% | +6.4% | +6.6% |
| YTD | +22.0% | +11.3% | +10.8% | +11.6% |
| 1Y | +32.5% | +13.4% | +19.0% | +19.3% |
| 3Y | +131.5% | +80.3% | +51.2% | +40.3% |
| 5Y | +55.7% | +72.7% | -17.0% | -2.8% |
| 10Y | +169.5% | +310.0% | -140.5% | -23.2% |
| All | +169.5% | +317.9% | -148.4% | -23.2% |
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