-86.4%
MQ vs VOO
+96.0%
-182.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -1.8% |
| 7D | +0.7% | +0.1% | +0.6% | +0.5% |
| 30D | -0.5% | +0.1% | -0.5% | -0.5% |
| 3M | +2.9% | +2.0% | +0.8% | -0.8% |
| 6M | +3.1% | +13.0% | -9.9% | -15.9% |
| YTD | -12.7% | +13.6% | -26.3% | -29.4% |
| 1Y | -32.2% | +20.1% | -52.2% | -50.2% |
| 3Y | -33.8% | +77.6% | -111.3% | -77.8% |
| 5Y | -84.6% | +82.4% | -167.1% | -94.7% |
| All | -86.4% | +96.0% | -182.4% | -95.5% |
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 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