+62.1%
HQL vs VOO
+82.6%
-20.5%
-38.9%
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 | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | +6.7% | +0.1% | +6.6% | +6.6% |
| 3M | +22.9% | +2.0% | +20.9% | +20.9% |
| 6M | +34.2% | +13.0% | +21.1% | +22.1% |
| YTD | +35.0% | +13.6% | +21.4% | +22.3% |
| 1Y | +65.4% | +20.1% | +45.4% | +43.8% |
| 3Y | +129.2% | +77.6% | +51.6% | +46.7% |
| All | +62.1% | +82.6% | -20.5% | -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