-86.8%
MQ price history and return analytics
+69.4%
-156.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.9% |
| 7D | -4.9% | -2.0% | -2.9% | -1.6% |
| 30D | +3.8% | -1.4% | +5.2% | +6.3% |
| 3M | +5.5% | +4.7% | +0.7% | -3.5% |
| 6M | -3.1% | +11.4% | -14.5% | -21.3% |
| YTD | -15.0% | +13.1% | -28.0% | -33.1% |
| 1Y | -31.5% | +19.0% | -50.6% | -51.3% |
| 3Y | -37.3% | +73.9% | -111.2% | -80.6% |
| 5Y | -85.0% | +65.4% | -150.4% | -94.0% |
| All | -86.8% | +69.4% | -156.1% | -94.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling