-38.7%
MQ vs VOO
+77.0%
-115.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.7% |
| 7D | -5.4% | -0.4% | -5.0% | -5.1% |
| 30D | +2.0% | -1.4% | +3.4% | +3.4% |
| 3M | +0.2% | +3.7% | -3.5% | -3.3% |
| 6M | -2.5% | +13.0% | -15.6% | -13.6% |
| YTD | -16.3% | +12.4% | -28.7% | -25.4% |
| 1Y | -33.7% | +18.6% | -52.3% | -44.1% |
| All | -38.7% | +77.0% | -115.7% | -72.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling