+189.4%
HQL vs VOO
+309.9%
-120.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +4.0% |
| 7D | -1.9% | -2.7% | +0.8% | +0.4% |
| 30D | +3.0% | -5.4% | +8.4% | +8.0% |
| 3M | -7.9% | -4.1% | -3.9% | -4.7% |
| 6M | +5.5% | +0.7% | +4.7% | +4.8% |
| YTD | +18.3% | +8.7% | +9.6% | +10.3% |
| 1Y | +27.4% | +11.0% | +16.4% | +16.8% |
| 3Y | +111.7% | +75.5% | +36.2% | +31.0% |
| 5Y | +51.3% | +68.4% | -17.0% | -3.7% |
| All | +189.4% | +309.9% | -120.5% | -35.5% |
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