+55.4%
HQL vs VOO
+72.6%
-17.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | 0.0% |
| 7D | +1.1% | +2.6% | -1.5% | -0.9% |
| 30D | +6.7% | -2.0% | +8.6% | +8.4% |
| 3M | -11.1% | -2.8% | -8.3% | -9.1% |
| 6M | +6.7% | +2.2% | +4.6% | +5.0% |
| YTD | +19.6% | +11.5% | +8.0% | +9.9% |
| 1Y | +23.3% | +13.5% | +9.8% | +11.9% |
| 3Y | +124.3% | +78.1% | +46.2% | +43.0% |
| All | +55.4% | +72.6% | -17.2% | -0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling