+7.6%
MQY vs VOO
+325.3%
-317.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.4% |
| 7D | -2.5% | -0.8% | -1.7% | -2.3% |
| 30D | -5.6% | -1.1% | -4.6% | -5.4% |
| 3M | -6.3% | +3.9% | -10.1% | -7.2% |
| 6M | -5.0% | +13.6% | -18.6% | -8.1% |
| YTD | -2.3% | +12.7% | -15.0% | -5.4% |
| 1Y | -3.8% | +17.6% | -21.4% | -7.9% |
| 3Y | +15.4% | +77.3% | -61.9% | -0.9% |
| 5Y | -16.1% | +84.1% | -100.2% | -29.2% |
| All | +7.6% | +325.3% | -317.7% | -24.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling