-84.9%
MQ vs VT
+62.1%
-147.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.2% | +5.7% |
| 7D | +2.0% | -4.2% | +6.2% | +9.0% |
| 30D | +11.4% | -5.8% | +17.2% | +22.2% |
| 3M | +10.7% | -5.2% | +15.9% | +20.0% |
| 6M | +2.9% | +0.1% | +2.8% | 0.0% |
| YTD | -2.9% | +8.2% | -11.2% | -18.6% |
| 1Y | +2.9% | +10.1% | -7.2% | -16.6% |
| 3Y | -13.2% | +69.7% | -82.8% | -72.5% |
| 5Y | -83.1% | +53.4% | -136.5% | -92.3% |
| All | -84.9% | +62.1% | -147.0% | -93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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