+188.3%
HQL vs VOO
+314.0%
-125.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.1% |
| 7D | -1.5% | +0.5% | -2.0% | -1.9% |
| 30D | +2.5% | -0.9% | +3.5% | +3.3% |
| 3M | +26.8% | +3.9% | +23.0% | +22.7% |
| 6M | +37.6% | +14.5% | +23.1% | +22.8% |
| YTD | +34.5% | +13.0% | +21.5% | +21.3% |
| 1Y | +63.4% | +19.4% | +44.0% | +40.7% |
| 3Y | +132.4% | +78.9% | +53.5% | +41.2% |
| 5Y | +61.8% | +82.3% | -20.5% | -4.1% |
| 10Y | +188.3% | +314.2% | -125.9% | -27.3% |
| All | +188.3% | +314.0% | -125.7% | -27.3% |
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