+780.5%
HQL vs VOO
+777.9%
+2.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +3.9% |
| 7D | -1.9% | -2.7% | +0.8% | +0.6% |
| 30D | +3.0% | -5.4% | +8.4% | +8.2% |
| 3M | -7.9% | -4.1% | -3.9% | -4.5% |
| 6M | +5.5% | +0.7% | +4.7% | +4.7% |
| YTD | +18.3% | +8.7% | +9.6% | +9.8% |
| 1Y | +27.4% | +11.0% | +16.4% | +16.2% |
| 3Y | +111.7% | +75.5% | +36.2% | +27.4% |
| 5Y | +51.3% | +68.4% | -17.0% | -6.4% |
| 10Y | +196.5% | +315.7% | -119.2% | -23.7% |
| All | +780.5% | +777.9% | +2.6% | +30.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling