-85.1%
MQ vs VOO
+92.4%
-177.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.7% |
| 7D | -1.9% | +2.6% | -4.5% | -5.8% |
| 30D | +0.3% | -2.0% | +2.3% | +2.7% |
| 3M | +10.7% | -2.8% | +13.5% | +14.7% |
| 6M | +17.5% | +2.2% | +15.3% | +12.1% |
| YTD | -4.1% | +11.5% | -15.6% | -20.8% |
| 1Y | -8.1% | +13.5% | -21.6% | -26.3% |
| 3Y | -22.4% | +78.1% | -100.4% | -74.5% |
| 5Y | -81.2% | +73.1% | -154.4% | -92.8% |
| All | -85.1% | +92.4% | -177.5% | -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 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