-85.3%
MQ vs VOO
+81.6%
-166.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.4% |
| 7D | -5.4% | -0.4% | -5.0% | -4.8% |
| 30D | +2.0% | -1.4% | +3.4% | +4.3% |
| 3M | +0.2% | +3.7% | -3.5% | -6.0% |
| 6M | -2.5% | +13.0% | -15.6% | -20.8% |
| YTD | -16.3% | +12.4% | -28.7% | -31.4% |
| 1Y | -33.7% | +18.6% | -52.3% | -50.6% |
| 3Y | -38.2% | +78.1% | -116.3% | -80.0% |
| 5Y | -85.3% | +82.3% | -167.5% | -95.0% |
| All | -85.3% | +81.6% | -166.8% | -95.0% |
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 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